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 | $1,115,659 | +6.9% | 4,131 | +10.9% | 0.00% | – |
| Q2 2023 | $1,043,660 | +11.1% | 3,724 | +8.2% | 0.00% | – |
| Q1 2023 | $939,599 | -5.8% | 3,441 | -2.1% | 0.00% | – |
| Q4 2022 | $997,525 | +24.2% | 3,516 | +10.7% | 0.00% | – |
| Q3 2022 | $803,000 | +17.4% | 3,176 | +24.7% | 0.00% | – |
| Q2 2022 | $684,000 | -7.1% | 2,546 | 0.0% | 0.00% | – |
| Q1 2022 | $736,000 | -6.6% | 2,546 | -3.0% | 0.00% | – |
| Q4 2021 | $788,000 | +15.7% | 2,624 | +6.3% | 0.00% | – |
| Q3 2021 | $681,000 | -6.6% | 2,468 | -7.7% | 0.00% | – |
| Q2 2021 | $729,000 | +8.0% | 2,674 | 0.0% | 0.00% | – |
| Q1 2021 | $675,000 | +7.1% | 2,674 | +4.5% | 0.00% | – |
| Q4 2020 | $630,000 | +8.4% | 2,559 | 0.0% | 0.00% | – |
| Q3 2020 | $581,000 | +2.3% | 2,559 | -2.8% | 0.00% | – |
| Q2 2020 | $568,000 | +91.2% | 2,634 | +66.2% | 0.00% | – |
| Q1 2020 | $297,000 | -39.1% | 1,585 | -29.8% | 0.00% | – |
| Q4 2019 | $488,000 | -3.2% | 2,259 | -15.2% | 0.00% | – |
| Q3 2019 | $504,000 | +79.4% | 2,665 | +85.3% | 0.00% | – |
| Q2 2019 | $281,000 | -16.9% | 1,438 | -17.6% | 0.00% | – |
| Q1 2019 | $338,000 | +5.6% | 1,745 | -1.4% | 0.00% | – |
| Q4 2018 | $320,000 | -13.5% | 1,770 | -2.7% | 0.00% | – |
| Q3 2018 | $370,000 | +2.8% | 1,820 | -9.9% | 0.00% | – |
| Q2 2018 | $360,000 | +3.4% | 2,020 | 0.0% | 0.00% | – |
| Q1 2018 | $348,000 | -10.5% | 2,020 | -9.6% | 0.00% | – |
| Q4 2017 | $389,000 | -33.8% | 2,234 | -34.7% | 0.00% | – |
| Q3 2017 | $588,000 | +59.8% | 3,421 | +54.9% | 0.00% | – |
| Q2 2017 | $368,000 | +5.1% | 2,209 | -1.6% | 0.00% | – |
| Q1 2017 | $350,000 | -1.1% | 2,244 | -8.4% | 0.00% | – |
| Q4 2016 | $354,000 | -7.1% | 2,450 | -3.2% | 0.00% | – |
| Q3 2016 | $381,000 | -1.0% | 2,532 | -2.4% | 0.00% | – |
| Q2 2016 | $385,000 | -2.8% | 2,593 | -8.0% | 0.00% | – |
| Q1 2016 | $396,000 | -25.8% | 2,818 | -20.9% | 0.00% | – |
| Q4 2015 | $534,000 | +29.6% | 3,561 | +20.8% | 0.00% | – |
| Q3 2015 | $412,000 | -24.5% | 2,948 | -14.3% | 0.00% | – |
| Q2 2015 | $546,000 | +14.2% | 3,438 | +11.0% | 0.00% | – |
| Q1 2015 | $478,000 | -3.0% | 3,098 | -9.4% | 0.00% | – |
| Q4 2014 | $493,000 | +51.2% | 3,420 | +41.1% | 0.00% | – |
| Q3 2014 | $326,000 | -30.2% | 2,423 | -33.5% | 0.00% | – |
| Q2 2014 | $467,000 | +6.4% | 3,643 | +2.0% | 0.00% | – |
| Q1 2014 | $439,000 | +22.3% | 3,571 | +15.9% | 0.00% | – |
| Q4 2013 | $359,000 | -45.0% | 3,082 | -49.6% | 0.00% | – |
| Q3 2013 | $653,000 | +72.3% | 6,112 | +61.5% | 0.00% | – |
| Q2 2013 | $379,000 | – | 3,785 | – | 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% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 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% |