ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 464 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,262,317 | -1.6% | 20,603 | -0.6% | 1.02% | -4.1% |
| Q1 2024 | $1,282,725 | +5.8% | 20,723 | +389.1% | 1.06% | -1.4% |
| 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 | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |