ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 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. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |