ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,141,672 | -0.6% | 11,633 | +3.2% | 2.24% | +3.1% |
| Q2 2023 | $3,160,104 | -8.0% | 11,276 | -10.4% | 2.17% | -12.3% |
| Q1 2023 | $3,435,871 | -1.9% | 12,583 | +2.0% | 2.48% | -10.0% |
| Q4 2022 | $3,501,203 | +203.1% | 12,341 | +172.0% | 2.75% | +180.1% |
| Q3 2022 | $1,155,000 | +152.2% | 4,537 | +166.1% | 0.98% | +145.8% |
| Q2 2022 | $458,000 | -6.9% | 1,705 | +0.1% | 0.40% | +7.2% |
| Q1 2022 | $492,000 | -3.9% | 1,704 | +0.1% | 0.37% | -5.8% |
| Q4 2021 | $512,000 | +0.6% | 1,703 | -7.7% | 0.40% | -8.3% |
| Q3 2021 | $509,000 | +1.2% | 1,845 | 0.0% | 0.43% | +0.2% |
| Q2 2021 | $503,000 | +4.4% | 1,845 | -3.5% | 0.43% | -5.1% |
| Q1 2021 | $482,000 | +1.9% | 1,911 | -0.7% | 0.45% | -2.4% |
| Q4 2020 | $473,000 | – | 1,924 | – | 0.46% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |