ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,209,781 | -22.9% | 11,885 | -20.0% | 0.07% | -32.0% |
| Q2 2023 | $4,165,671 | +32.7% | 14,864 | +29.3% | 0.10% | +27.6% |
| Q1 2023 | $3,138,277 | -25.8% | 11,493 | -31.3% | 0.08% | -33.3% |
| Q3 2022 | $4,231,000 | +84.5% | 16,723 | +96.2% | 0.11% | +93.2% |
| Q2 2022 | $2,293,000 | +1.6% | 8,524 | +9.0% | 0.06% | +20.4% |
| Q1 2022 | $2,258,000 | +10.4% | 7,820 | +14.8% | 0.05% | +19.5% |
| Q4 2021 | $2,046,000 | – | 6,810 | – | 0.04% | – |
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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% |