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 | $87,773 | -3.6% | 325 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $91,082 | +2.6% | 325 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $88,745 | -3.8% | 325 | 0.0% | 0.05% | -4.2% |
| Q4 2022 | $92,206 | +2.5% | 325 | -8.5% | 0.05% | -5.9% |
| Q3 2022 | $90,000 | -7.2% | 355 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $97,000 | -5.8% | 355 | 0.0% | 0.05% | +4.0% |
| Q1 2022 | $103,000 | -3.7% | 355 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $107,000 | -18.9% | 355 | -26.0% | 0.05% | -29.2% |
| Q3 2021 | $132,000 | +0.8% | 480 | 0.0% | 0.07% | +4.3% |
| Q2 2021 | $131,000 | +8.3% | 480 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $121,000 | -17.1% | 480 | -19.3% | 0.07% | -24.4% |
| Q4 2020 | $146,000 | – | 595 | – | 0.09% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |