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 | $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 ↓ |
|---|---|---|---|
| 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% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 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% |