ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $611,168 | -12.9% | 2,263 | -9.6% | 0.03% | +4.0% |
| Q2 2023 | $701,472 | -9.1% | 2,503 | -11.4% | 0.02% | -16.7% |
| Q1 2023 | $771,395 | +34.5% | 2,825 | +39.7% | 0.03% | +25.0% |
| Q4 2022 | $573,697 | +11.2% | 2,022 | -0.9% | 0.02% | +4.3% |
| Q3 2022 | $516,000 | +355.6% | 2,041 | -96.1% | 0.02% | +130.0% |
| Q4 2019 | $113,253 | +49.8% | 52,500 | +31.2% | 0.01% | +42.9% |
| Q3 2019 | $75,620 | – | 40,000 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |