ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $621,130 | +1.6% | 2,288 | +1.8% | 0.03% | -60.8% |
| Q2 2023 | $611,208 | -2.0% | 2,247 | -1.3% | 0.08% | +154.8% |
| Q1 2023 | $623,503 | -45.5% | 2,276 | -43.5% | 0.03% | -41.5% |
| Q4 2022 | $1,143,476 | +95.5% | 4,030 | +74.3% | 0.05% | +51.4% |
| Q3 2022 | $585,000 | -18.1% | 2,312 | -12.9% | 0.04% | -14.6% |
| Q2 2022 | $714,000 | -6.8% | 2,655 | +0.0% | 0.04% | +46.4% |
| Q1 2022 | $766,000 | -0.1% | 2,654 | +4.0% | 0.03% | 0.0% |
| Q4 2021 | $767,000 | – | 2,553 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |