ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,305,791 | -4.0% | 4,835 | -0.4% | 0.32% | +1.9% |
| Q2 2023 | $1,359,788 | +2.5% | 4,852 | -0.1% | 0.32% | -2.4% |
| Q1 2023 | $1,326,845 | -3.2% | 4,859 | +0.6% | 0.33% | -11.4% |
| Q4 2022 | $1,370,182 | +18.4% | 4,830 | +5.6% | 0.37% | +6.0% |
| Q3 2022 | $1,157,000 | +1.6% | 4,575 | +8.0% | 0.35% | +3.6% |
| Q2 2022 | $1,139,000 | -11.6% | 4,237 | -5.1% | 0.34% | +7.0% |
| Q1 2022 | $1,289,000 | +16.3% | 4,466 | +21.7% | 0.31% | +17.2% |
| Q4 2021 | $1,108,000 | +4.9% | 3,670 | -4.1% | 0.27% | -1.1% |
| Q3 2021 | $1,056,000 | +1.1% | 3,828 | -0.1% | 0.27% | +0.7% |
| Q2 2021 | $1,045,000 | +1.3% | 3,833 | -6.3% | 0.27% | -6.9% |
| Q1 2021 | $1,032,000 | -2.5% | 4,090 | -1.4% | 0.29% | +0.3% |
| Q4 2020 | $1,059,000 | – | 4,150 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |