ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 361 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,990,565 | +30.4% | 5,395 | -0.9% | 0.21% | +34.8% |
| Q2 2023 | $1,526,175 | -45.5% | 5,446 | -92.9% | 0.16% | -0.6% |
| Q1 2023 | $2,799,515 | +61.0% | 76,312 | +1145.3% | 0.16% | +100.0% |
| Q4 2022 | $1,738,450 | +21.4% | 6,128 | +8.2% | 0.08% | -8.2% |
| Q3 2022 | $1,432,000 | -9.5% | 5,661 | -2.6% | 0.08% | -39.7% |
| Q2 2022 | $1,582,000 | -11.7% | 5,811 | -6.3% | 0.14% | +39.6% |
| Q1 2022 | $1,791,000 | +1.0% | 6,202 | +5.1% | 0.10% | -32.7% |
| Q4 2021 | $1,773,000 | +4.6% | 5,901 | -12.1% | 0.15% | +10.3% |
| Q1 2021 | $1,695,000 | +1.7% | 6,716 | -0.9% | 0.14% | -11.7% |
| Q4 2020 | $1,666,000 | – | 6,775 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |