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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,769,214 | +0.6% | 6,551 | +4.4% | 0.00% | – |
| Q2 2023 | $1,758,996 | -40.7% | 6,276 | -42.3% | 0.00% | – |
| Q1 2023 | $2,967,704 | +104.2% | 10,868 | +112.2% | 0.00% | – |
| Q4 2022 | $1,453,064 | +11.8% | 5,122 | -0.3% | 0.00% | – |
| Q3 2022 | $1,300,000 | -3.9% | 5,139 | +2.1% | 0.00% | – |
| Q2 2022 | $1,353,000 | -1.9% | 5,034 | +5.4% | 0.00% | – |
| Q1 2022 | $1,379,000 | +0.1% | 4,776 | +4.2% | 0.00% | – |
| Q4 2021 | $1,377,000 | +16.0% | 4,584 | +6.6% | 0.00% | – |
| Q3 2021 | $1,187,000 | +0.6% | 4,302 | -0.5% | 0.00% | – |
| Q2 2021 | $1,180,000 | +8.9% | 4,324 | +0.7% | 0.00% | – |
| Q1 2021 | $1,084,000 | +5.0% | 4,293 | +2.2% | 0.00% | – |
| Q4 2020 | $1,032,000 | +9.2% | 4,199 | +0.9% | 0.00% | – |
| Q3 2020 | $945,000 | +3.6% | 4,160 | -1.7% | 0.00% | – |
| Q2 2020 | $912,000 | +7.7% | 4,230 | -6.3% | 0.00% | – |
| Q1 2020 | $847,000 | -22.9% | 4,513 | -11.4% | 0.00% | – |
| Q4 2019 | $1,099,000 | +31.3% | 5,096 | +15.1% | 0.00% | – |
| Q3 2019 | $837,000 | +12.3% | 4,429 | +16.2% | 0.00% | – |
| Q2 2019 | $745,000 | -3.1% | 3,813 | -4.0% | 0.00% | – |
| Q1 2019 | $769,000 | +44.3% | 3,971 | +34.6% | 0.00% | – |
| Q4 2018 | $533,000 | +10.4% | 2,951 | +24.0% | 0.00% | – |
| Q3 2018 | $483,000 | +24.5% | 2,379 | +9.4% | 0.00% | – |
| Q2 2018 | $388,000 | -9.6% | 2,175 | -12.5% | 0.00% | – |
| Q1 2018 | $429,000 | +10.6% | 2,487 | +12.6% | 0.00% | – |
| Q4 2017 | $388,000 | -1.3% | 2,209 | -3.3% | 0.00% | – |
| Q3 2017 | $393,000 | +22.0% | 2,285 | +18.0% | 0.00% | – |
| Q2 2017 | $322,000 | +20.6% | 1,936 | +13.2% | 0.00% | – |
| Q1 2017 | $267,000 | +3.9% | 1,711 | -3.8% | 0.00% | – |
| Q4 2016 | $257,000 | -1.5% | 1,779 | +1.5% | 0.00% | – |
| Q3 2016 | $261,000 | -1.1% | 1,753 | -2.4% | 0.00% | – |
| Q2 2016 | $264,000 | -7.7% | 1,797 | -11.8% | 0.00% | – |
| Q1 2016 | $286,000 | -35.1% | 2,038 | -30.0% | 0.00% | – |
| Q4 2015 | $441,000 | +56.9% | 2,912 | +44.9% | 0.00% | – |
| Q3 2015 | $281,000 | -11.6% | 2,010 | +0.4% | 0.00% | – |
| Q2 2015 | $318,000 | +15.2% | 2,002 | +11.8% | 0.00% | – |
| Q1 2015 | $276,000 | +1.1% | 1,790 | -4.3% | 0.00% | – |
| Q4 2014 | $273,000 | -0.4% | 1,870 | -7.7% | 0.00% | – |
| Q3 2014 | $274,000 | -8.7% | 2,026 | -13.2% | 0.00% | – |
| Q2 2014 | $300,000 | +45.6% | 2,334 | +37.1% | 0.00% | – |
| Q1 2014 | $206,000 | – | 1,702 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |