ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 466 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $225,561 | -1.0% | 3,681 | 0.0% | 0.08% | +2.6% |
| Q1 2024 | $227,880 | +8.1% | 3,681 | +400.1% | 0.08% | -9.3% |
| Q4 2023 | $210,795 | +2.1% | 736 | 0.0% | 0.09% | -1.1% |
| Q2 2023 | $206,386 | +2.6% | 736 | 0.0% | 0.09% | +6.1% |
| Q1 2023 | $201,089 | -3.8% | 736 | 0.0% | 0.08% | -2.4% |
| Q4 2022 | $208,932 | -1.8% | 736 | 0.0% | 0.08% | -10.6% |
| Q1 2022 | $212,673 | -12.2% | 736 | -8.7% | 0.09% | +2.2% |
| Q4 2021 | $242,227 | – | 806 | – | 0.09% | – |
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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% |