ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 361 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $844,779 | -2.5% | 3,128 | +1.1% | 0.54% | +0.9% |
| Q2 2023 | $866,821 | +8.9% | 3,093 | +6.1% | 0.54% | +5.9% |
| Q1 2023 | $795,970 | -3.8% | 2,915 | -0.1% | 0.51% | -13.9% |
| Q4 2022 | $827,582 | +17.2% | 2,917 | +4.5% | 0.59% | +1.0% |
| Q3 2022 | $706,000 | -1.8% | 2,791 | +4.5% | 0.58% | -7.2% |
| Q2 2022 | $719,000 | -8.8% | 2,672 | -2.0% | 0.63% | -0.2% |
| Q1 2022 | $788,000 | -3.8% | 2,727 | 0.0% | 0.63% | +2.6% |
| Q4 2021 | $819,000 | +10.1% | 2,727 | +1.1% | 0.61% | -0.6% |
| Q3 2021 | $744,000 | +2.2% | 2,696 | +1.0% | 0.62% | +3.0% |
| Q2 2021 | $728,000 | +8.0% | 2,668 | 0.0% | 0.60% | -3.7% |
| Q1 2021 | $674,000 | 0.0% | 2,668 | -2.6% | 0.62% | -19.1% |
| Q4 2020 | $674,000 | – | 2,740 | – | 0.77% | – |
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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% |