ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,522,287 | -2.0% | 31,556 | +1.6% | 1.15% | +6.7% |
| Q2 2023 | $8,700,619 | +6.2% | 31,045 | +3.5% | 1.08% | -7.7% |
| Q1 2023 | $8,189,680 | +5.5% | 29,992 | +9.6% | 1.17% | -5.1% |
| Q4 2022 | $7,764,721 | +29.9% | 27,369 | +15.8% | 1.24% | +13.6% |
| Q3 2022 | $5,978,000 | +0.8% | 23,631 | +7.1% | 1.09% | +10.2% |
| Q2 2022 | $5,933,000 | +0.7% | 22,064 | +8.2% | 0.99% | +15.6% |
| Q1 2022 | $5,891,000 | +12.1% | 20,401 | +16.6% | 0.85% | +13.3% |
| Q4 2021 | $5,255,000 | +1634.3% | 17,495 | +1491.9% | 0.75% | +1611.4% |
| Q3 2021 | $303,000 | +494.1% | 1,099 | +266.3% | 0.04% | +120.0% |
| Q3 2017 | $51,000 | – | 300 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |