ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $897,443 | -14.7% | 3,323 | -11.5% | 0.25% | -15.4% |
| Q2 2023 | $1,052,067 | -1.4% | 3,754 | -3.9% | 0.30% | -7.7% |
| Q1 2023 | $1,066,845 | +13.9% | 3,907 | +18.4% | 0.32% | +11.7% |
| Q4 2022 | $936,527 | +34.0% | 3,301 | +19.4% | 0.29% | +21.8% |
| Q3 2022 | $699,000 | -60.2% | 2,764 | -57.7% | 0.24% | -57.5% |
| Q2 2022 | $1,755,000 | +81.3% | 6,527 | +94.7% | 0.56% | +82.4% |
| Q1 2022 | $968,000 | – | 3,352 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |