ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 471 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,054,702 | +1.4% | 17,214 | +2.4% | 0.38% | -1.8% |
| Q1 2024 | $1,040,106 | +10.4% | 16,803 | +410.6% | 0.39% | +1.6% |
| Q4 2023 | $942,016 | +47.1% | 3,291 | +38.8% | 0.38% | +31.4% |
| Q3 2023 | $640,423 | -3.7% | 2,371 | -0.0% | 0.29% | -3.9% |
| Q2 2023 | $664,849 | +0.3% | 2,372 | +1.5% | 0.30% | -7.0% |
| Q4 2022 | $662,837 | – | 2,336 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |