ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 459 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 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. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |