ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 418 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,037,607 | +3.1% | 16,935 | +4.2% | 0.56% | +1.8% |
| Q1 2024 | $1,006,185 | +9.6% | 16,255 | +407.0% | 0.55% | +4.6% |
| Q4 2023 | $917,685 | +8.6% | 3,206 | +2.5% | 0.52% | -3.9% |
| 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 ↓ |
|---|---|---|---|
| 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% |