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 | $5,449,279 | -3.7% | 20,177 | -0.1% | 2.31% | +0.1% |
| Q2 2023 | $5,657,815 | +4.4% | 20,188 | +1.7% | 2.31% | -2.2% |
| Q1 2023 | $5,418,953 | -3.9% | 19,845 | -0.1% | 2.36% | -9.2% |
| Q4 2022 | $5,637,966 | +12.4% | 19,872 | +0.2% | 2.61% | +0.7% |
| Q3 2022 | $5,017,568 | -3.1% | 19,832 | +3.0% | 2.59% | +0.0% |
| Q2 2022 | $5,177,593 | +6.6% | 19,253 | +14.5% | 2.59% | +23.4% |
| Q1 2022 | $4,857,530 | -0.2% | 16,820 | +3.8% | 2.10% | +7.1% |
| Q4 2021 | $4,868,482 | – | 16,208 | – | 1.96% | – |
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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% |