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 ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |