ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 471 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $515,641 | -0.9% | 8,416 | +0.1% | 0.30% | -5.1% |
| Q1 2024 | $520,557 | +0.8% | 8,410 | +366.2% | 0.31% | -8.5% |
| Q4 2023 | $516,461 | -83.6% | 1,804 | -84.5% | 0.34% | -84.8% |
| 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% | – |
Download | ||||||
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% |