ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 | 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% |