ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 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 ↓ |
|---|---|---|---|
| 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% |