ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |