ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 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. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |