ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 467 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $255,982 | -6.9% | 4,178 | -5.9% | 0.13% | -13.5% |
| Q1 2024 | $274,906 | +8.2% | 4,441 | +400.1% | 0.16% | -7.7% |
| Q4 2023 | $254,090 | -16.0% | 888 | -20.6% | 0.17% | -22.2% |
| Q3 2023 | $302,407 | +10.1% | 1,119 | +14.3% | 0.22% | +31.7% |
| Q2 2023 | $274,573 | +3.7% | 979 | +1.0% | 0.16% | -12.3% |
| Q1 2023 | $264,651 | – | 969 | – | 0.19% | – |
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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% |