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 | $1,073,975 | -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 ↓ |
|---|---|---|---|
| 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% |