ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $337,588 | -3.6% | 1,250 | 0.0% | 0.04% | -20.5% |
| Q2 2023 | $350,316 | +2.6% | 1,250 | 0.0% | 0.04% | -22.8% |
| Q1 2023 | $341,325 | -3.8% | 1,250 | 0.0% | 0.06% | -12.3% |
| Q4 2022 | $354,638 | +12.2% | 1,250 | 0.0% | 0.06% | -15.6% |
| Q3 2022 | $316,000 | -12.9% | 1,250 | -7.4% | 0.08% | -3.8% |
| Q2 2022 | $363,000 | -6.9% | 1,350 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $390,000 | -3.7% | 1,350 | 0.0% | 0.08% | -7.0% |
| Q4 2021 | $405,000 | +33.2% | 1,350 | +22.7% | 0.09% | +11.7% |
| Q3 2021 | $304,000 | +1.3% | 1,100 | 0.0% | 0.08% | -6.1% |
| Q2 2021 | $300,000 | +7.9% | 1,100 | 0.0% | 0.08% | -33.9% |
| Q1 2021 | $278,000 | +2.6% | 1,100 | 0.0% | 0.12% | -6.1% |
| Q4 2020 | $271,000 | +8.4% | 1,100 | 0.0% | 0.13% | -5.0% |
| Q3 2020 | $250,000 | +5.5% | 1,100 | 0.0% | 0.14% | +10.3% |
| Q2 2020 | $237,000 | -2.9% | 1,100 | -15.4% | 0.13% | -22.7% |
| Q1 2020 | $244,000 | -12.9% | 1,300 | 0.0% | 0.16% | -4.7% |
| Q4 2019 | $280,000 | – | 1,300 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |