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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $5,000 | -37.5% | 20 | -37.5% | 0.00% | 0.0% |
| Q4 2020 | $8,000 | 0.0% | 32 | -27.3% | 0.00% | -50.0% |
| Q1 2020 | $8,000 | -57.9% | 44 | -49.4% | 0.00% | -33.3% |
| Q4 2019 | $19,000 | +11.8% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2019 | $17,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $17,000 | 0.0% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $17,000 | +6.2% | 87 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $16,000 | -11.1% | 87 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $18,000 | +12.5% | 87 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $16,000 | +6.7% | 87 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $15,000 | -50.0% | 87 | -49.4% | 0.00% | -40.0% |
| Q4 2017 | $30,000 | 0.0% | 172 | 0.0% | 0.01% | -16.7% |
| Q3 2017 | $30,000 | +3.4% | 172 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $29,000 | +7.4% | 172 | 0.0% | 0.01% | +20.0% |
| Q1 2017 | $27,000 | -15.6% | 172 | -22.5% | 0.01% | -28.6% |
| Q4 2016 | $32,000 | -3.0% | 222 | 0.0% | 0.01% | 0.0% |
| Q3 2016 | $33,000 | 0.0% | 222 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $33,000 | +6.5% | 222 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $31,000 | – | 222 | – | 0.01% | – |
Download | ||||||
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% |