ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,119,861 | -12.9% | 7,849 | -9.6% | 1.53% | -25.0% |
| Q2 2023 | $2,434,497 | +66.0% | 8,687 | +61.7% | 2.04% | -0.7% |
| Q1 2023 | $1,466,863 | +295.6% | 5,372 | +311.0% | 2.05% | +224.5% |
| Q4 2022 | $370,809 | -2.7% | 1,307 | -13.2% | 0.63% | +22.0% |
| Q3 2022 | $381,000 | +1.9% | 1,506 | +8.3% | 0.52% | +101.2% |
| Q2 2022 | $374,000 | -38.5% | 1,390 | -34.0% | 0.26% | -22.5% |
| Q1 2022 | $608,000 | -93.4% | 2,106 | -93.1% | 0.33% | -91.3% |
| Q4 2021 | $9,181,000 | – | 30,566 | – | 3.84% | – |
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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% |