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 | $27,640,584 | +23.9% | 102,346 | +28.5% | 1.02% | +21.1% |
| Q2 2023 | $22,317,339 | +8.9% | 79,633 | +6.1% | 0.84% | -1.1% |
| Q1 2023 | $20,501,072 | +25.9% | 75,079 | +30.8% | 0.85% | +15.6% |
| Q4 2022 | $16,283,535 | +48.7% | 57,395 | +44.7% | 0.74% | -55.7% |
| Q3 2021 | $10,948,000 | +65.4% | 39,677 | +63.6% | 1.66% | +35.8% |
| Q2 2021 | $6,619,000 | +17.0% | 24,259 | +8.2% | 1.22% | -11.9% |
| Q1 2021 | $5,658,000 | +188.8% | 22,415 | +181.3% | 1.39% | +115.4% |
| Q4 2020 | $1,959,000 | – | 7,968 | – | 0.64% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |