ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |