ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. 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 | $217,354 | -8.7% | 805 | -5.3% | 0.08% | -3.7% |
| Q2 2023 | $238,160 | +2.7% | 850 | +0.1% | 0.08% | -2.4% |
| Q1 2023 | $231,804 | -3.6% | 849 | +0.1% | 0.08% | -10.8% |
| Q4 2022 | $240,477 | +5.9% | 848 | -5.7% | 0.09% | -3.1% |
| Q3 2022 | $227,000 | -14.7% | 899 | -9.0% | 0.10% | -9.4% |
| Q2 2022 | $266,000 | +0.8% | 988 | +8.1% | 0.11% | -1.9% |
| Q1 2022 | $264,000 | +6.5% | 914 | +10.9% | 0.11% | +18.7% |
| Q4 2021 | $248,000 | -17.6% | 824 | -24.4% | 0.09% | -41.7% |
| Q3 2021 | $301,000 | -5.3% | 1,090 | -6.5% | 0.16% | -9.3% |
| Q2 2021 | $318,000 | +3.9% | 1,166 | -4.0% | 0.17% | -6.0% |
| Q1 2021 | $306,000 | -2.5% | 1,214 | -4.9% | 0.18% | -10.7% |
| Q4 2020 | $314,000 | – | 1,277 | – | 0.20% | – |
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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% |