ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,331,244 | -61.9% | 8,632 | -60.4% | 0.66% | -23.1% |
| Q2 2023 | $6,115,108 | +82.4% | 21,820 | +84.6% | 0.85% | -16.0% |
| Q1 2023 | $3,353,168 | 0.0% | 11,819 | 0.0% | 1.01% | 0.0% |
| Q4 2022 | $3,353,168 | +11.5% | 11,819 | -0.5% | 1.01% | +2.4% |
| Q3 2022 | $3,007,000 | -7.2% | 11,884 | -1.4% | 0.99% | -1.5% |
| Q2 2022 | $3,242,000 | -54.0% | 12,055 | -50.6% | 1.00% | +5.2% |
| Q1 2022 | $7,042,000 | +89.4% | 24,382 | +96.9% | 0.96% | -4.0% |
| Q4 2021 | $3,719,000 | +7.1% | 12,381 | -1.6% | 1.00% | +3.4% |
| Q3 2021 | $3,471,000 | – | 12,581 | – | 0.96% | – |
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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% |