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 | $963,340 | -4.6% | 3,567 | -1.0% | 0.73% | +239.8% |
| Q2 2023 | $1,009,749 | +2.9% | 3,603 | +0.2% | 0.22% | +16.1% |
| Q1 2023 | $981,651 | +14.6% | 3,595 | +19.1% | 0.19% | +6.9% |
| Q4 2022 | $856,237 | -2.6% | 3,018 | -13.2% | 0.17% | -6.5% |
| Q3 2022 | $879,000 | -39.6% | 3,478 | -35.7% | 0.19% | -40.0% |
| Q2 2022 | $1,455,000 | -1.0% | 5,411 | +6.3% | 0.31% | +16.1% |
| Q1 2022 | $1,470,000 | +203.7% | 5,092 | +215.7% | 0.27% | +178.1% |
| Q4 2021 | $484,000 | – | 1,613 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |