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 | $250,888 | -13.0% | 929 | -9.7% | 0.23% | -8.8% |
| Q2 2023 | $288,374 | -12.9% | 1,029 | -15.1% | 0.25% | -15.2% |
| Q1 2023 | $330,933 | -9.7% | 1,212 | -6.2% | 0.30% | -8.9% |
| Q4 2022 | $366,538 | +9.1% | 1,292 | -2.6% | 0.32% | +1.6% |
| Q3 2022 | $336,000 | -12.3% | 1,327 | 0.0% | 0.32% | +5.6% |
| Q2 2022 | $383,000 | 0.0% | 1,327 | 0.0% | 0.30% | 0.0% |
| Q1 2022 | $383,000 | -5.4% | 1,327 | -1.7% | 0.30% | +2.4% |
| Q4 2021 | $405,000 | – | 1,350 | – | 0.30% | – |
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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% |