ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 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 ↓ |
|---|---|---|---|
| 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% |