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 | $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 ↓ |
|---|---|---|---|
| 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% |