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 | $1,240,139 | -15.3% | 4,592 | -12.1% | 0.30% | -24.2% |
| Q2 2023 | $1,464,856 | -22.5% | 5,227 | -24.5% | 0.40% | -36.0% |
| Q1 2023 | $1,889,426 | -25.9% | 6,919 | -23.0% | 0.62% | -35.4% |
| Q4 2022 | $2,549,641 | +25.0% | 8,986 | +11.4% | 0.97% | +27.2% |
| Q3 2022 | $2,040,000 | +0.5% | 8,065 | +6.9% | 0.76% | +6.6% |
| Q2 2022 | $2,029,000 | -15.9% | 7,544 | -9.7% | 0.71% | +0.6% |
| Q1 2022 | $2,412,000 | -14.5% | 8,353 | -11.1% | 0.71% | -13.1% |
| Q4 2021 | $2,821,000 | +3.4% | 9,393 | -6.1% | 0.82% | -18.0% |
| Q2 2021 | $2,729,000 | +16.2% | 10,002 | +7.5% | 1.00% | -1.2% |
| Q1 2021 | $2,348,000 | +6.3% | 9,300 | +3.5% | 1.01% | 0.0% |
| Q4 2020 | $2,209,000 | – | 8,982 | – | 1.01% | – |
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% |