ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 475 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.10 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,480,168 | -3.8% | 40,479 | -2.8% | 2.58% | -2.1% |
| Q1 2024 | $2,578,395 | +19.6% | 41,654 | +453.2% | 2.64% | +3.5% |
| Q4 2023 | $2,155,387 | +1.7% | 7,530 | -4.1% | 2.55% | +66.5% |
| 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 | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |