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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |