ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 301 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $429,408 | -3.6% | 1,590 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $445,595 | -6.2% | 1,590 | -8.6% | 0.04% | -9.5% |
| Q1 2023 | $475,103 | -7.4% | 1,740 | -3.8% | 0.04% | -10.6% |
| Q4 2022 | $512,926 | +10.1% | 1,808 | -1.8% | 0.05% | 0.0% |
| Q3 2022 | $466,000 | +7.1% | 1,841 | +13.6% | 0.05% | +9.3% |
| Q2 2022 | $435,000 | -24.9% | 1,620 | -19.2% | 0.04% | -8.5% |
| Q1 2022 | $579,000 | -8.7% | 2,005 | -5.0% | 0.05% | -4.1% |
| Q4 2021 | $634,000 | +0.8% | 2,110 | -7.5% | 0.05% | +22.5% |
| Q3 2021 | $629,000 | -0.3% | 2,280 | -1.5% | 0.04% | -2.4% |
| Q2 2021 | $631,000 | +6.6% | 2,314 | -1.3% | 0.04% | +5.1% |
| Q1 2021 | $592,000 | -14.6% | 2,344 | -16.8% | 0.04% | -18.8% |
| Q4 2020 | $693,000 | +2.7% | 2,819 | -5.1% | 0.05% | -5.9% |
| Q3 2020 | $675,000 | +8.9% | 2,970 | +3.3% | 0.05% | -1.9% |
| Q2 2020 | $620,000 | +14.8% | 2,874 | 0.0% | 0.05% | -25.7% |
| Q1 2020 | $540,000 | -14.6% | 2,874 | -1.9% | 0.07% | +7.7% |
| Q4 2019 | $632,000 | -8.1% | 2,930 | -19.5% | 0.06% | -11.0% |
| Q3 2019 | $688,000 | – | 3,641 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |