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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,212,693 | -20.2% | 4,237 | -24.7% | 1.08% | -3.9% |
| Q3 2023 | $1,519,724 | -3.7% | 5,627 | -0.1% | 1.12% | -1.8% |
| Q2 2023 | $1,578,423 | +2.3% | 5,632 | -0.4% | 1.14% | -7.9% |
| Q1 2023 | $1,543,332 | -2.0% | 5,652 | +1.9% | 1.24% | -8.8% |
| Q4 2022 | $1,574,187 | +10.3% | 5,549 | -0.6% | 1.36% | -5.2% |
| Q3 2022 | $1,427,000 | -4.4% | 5,581 | +0.5% | 1.43% | -13.8% |
| Q2 2022 | $1,493,000 | -4.8% | 5,553 | +2.2% | 1.66% | +10.0% |
| Q1 2022 | $1,569,000 | -3.6% | 5,433 | +0.2% | 1.51% | -1.6% |
| Q4 2021 | $1,628,000 | – | 5,420 | – | 1.54% | – |
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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% |