ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $502,336 | -38.2% | 1,799 | -29.1% | 0.01% | -37.5% |
| Q2 2023 | $812,907 | -4.2% | 2,537 | -3.8% | 0.01% | -11.1% |
| Q1 2023 | $848,263 | -6.7% | 2,637 | -3.9% | 0.01% | -10.0% |
| Q4 2022 | $909,456 | +4.8% | 2,745 | -5.2% | 0.01% | 0.0% |
| Q3 2022 | $868,091 | +5.0% | 2,895 | +8.2% | 0.01% | +11.1% |
| Q2 2022 | $826,716 | -1.8% | 2,675 | +3.9% | 0.01% | +12.5% |
| Q1 2022 | $842,265 | -7.5% | 2,575 | -7.1% | 0.01% | -11.1% |
| Q4 2021 | $910,613 | – | 2,772 | – | 0.01% | – |
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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% |