ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,281,364 | +227.6% | 41,772 | +240.0% | 0.11% | +226.5% |
| Q2 2023 | $3,443,461 | +8.2% | 12,287 | +5.4% | 0.03% | 0.0% |
| Q1 2023 | $3,182,151 | -18.0% | 11,653 | -14.8% | 0.03% | 0.0% |
| Q4 2022 | $3,880,302 | -99.9% | 13,677 | -42.0% | 0.03% | +6.2% |
| Q3 2022 | $2,985,983,000 | +94214.1% | 23,580 | +100.3% | 0.03% | -3.0% |
| Q2 2022 | $3,166,000 | -12.8% | 11,772 | -6.3% | 0.03% | -13.2% |
| Q1 2022 | $3,629,000 | -4.9% | 12,566 | -1.1% | 0.04% | -2.6% |
| Q4 2021 | $3,815,000 | +5.5% | 12,702 | -3.0% | 0.04% | +8.3% |
| Q3 2021 | $3,615,000 | +6.3% | 13,101 | +5.1% | 0.04% | -7.7% |
| Q2 2021 | $3,401,000 | -0.6% | 12,464 | -8.1% | 0.04% | -9.3% |
| Q1 2021 | $3,423,000 | -30.2% | 13,559 | -32.7% | 0.04% | -24.6% |
| Q4 2020 | $4,903,000 | -99.9% | 20,141 | +19.4% | 0.06% | -20.8% |
| Q3 2020 | $3,833,000,000 | – | 16,869 | – | 0.07% | – |
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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% |