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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $293,000 | +6.9% | 1,901 | 0.0% | 0.33% | -59.9% |
| Q4 2014 | $274,000 | +7.5% | 1,901 | 0.0% | 0.83% | +6.7% |
| Q3 2014 | $255,000 | -1.5% | 1,901 | -5.9% | 0.77% | -8.4% |
| Q2 2014 | $259,000 | +4.0% | 2,021 | 0.0% | 0.84% | -7.9% |
| Q1 2014 | $249,000 | -2.4% | 2,021 | -7.8% | 0.92% | -13.1% |
| Q4 2013 | $255,000 | +9.0% | 2,191 | 0.0% | 1.06% | +373.1% |
| Q3 2013 | $234,000 | +6.4% | 2,191 | 0.0% | 0.22% | -75.1% |
| Q2 2013 | $220,000 | – | 2,191 | – | 0.90% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |