ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $519,024 | -5.4% | 1,922 | -1.8% | 0.20% | -0.5% |
| Q2 2023 | $548,402 | +2.7% | 1,957 | +0.1% | 0.20% | -3.4% |
| Q1 2023 | $534,202 | -5.6% | 1,956 | -1.9% | 0.20% | -11.6% |
| Q4 2022 | $565,823 | +21.2% | 1,994 | +8.1% | 0.23% | +9.4% |
| Q3 2022 | $467,000 | -4.3% | 1,845 | +1.6% | 0.21% | -3.6% |
| Q2 2022 | $488,000 | -2.4% | 1,816 | +5.0% | 0.22% | +8.4% |
| Q1 2022 | $500,000 | -3.8% | 1,730 | 0.0% | 0.20% | -11.7% |
| Q4 2021 | $520,000 | – | 1,730 | – | 0.23% | – |
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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% |