ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,073,975 | -3.2% | 3,959 | 0.0% | 0.04% | +10.0% |
| Q2 2023 | $1,109,659 | -1.7% | 3,959 | -4.3% | 0.04% | -2.4% |
| Q1 2023 | $1,129,182 | -5.7% | 4,135 | -2.1% | 0.04% | -12.8% |
| Q4 2022 | $1,197,796 | +12.4% | 4,222 | +0.2% | 0.05% | 0.0% |
| Q3 2022 | $1,066,000 | -5.7% | 4,215 | +0.3% | 0.05% | 0.0% |
| Q2 2022 | $1,131,000 | -6.7% | 4,204 | +0.1% | 0.05% | +11.9% |
| Q1 2022 | $1,212,000 | -3.7% | 4,198 | +0.1% | 0.04% | 0.0% |
| Q4 2021 | $1,259,000 | +9.0% | 4,192 | +0.1% | 0.04% | -2.3% |
| Q3 2021 | $1,155,000 | – | 4,186 | – | 0.04% | – |
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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% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 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% |