ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $442,149 | -2.9% | 1,637 | +0.7% | 0.27% | +2.3% |
| Q2 2023 | $455,456 | +6.9% | 1,625 | +4.2% | 0.26% | -0.4% |
| Q1 2023 | $426,093 | -6.6% | 1,560 | -3.0% | 0.27% | -13.6% |
| Q4 2022 | $456,065 | +12.9% | 1,608 | +0.6% | 0.31% | -15.8% |
| Q3 2022 | $404,000 | -1.9% | 1,598 | +4.4% | 0.37% | -8.7% |
| Q2 2022 | $412,000 | +8.1% | 1,530 | +15.9% | 0.40% | +33.2% |
| Q1 2022 | $381,000 | +1.1% | 1,320 | +5.1% | 0.30% | -3.2% |
| Q4 2021 | $377,000 | – | 1,256 | – | 0.31% | – |
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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% |