ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $760,517 | -3.6% | 2,816 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $789,191 | +2.6% | 2,816 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $768,937 | -18.1% | 2,816 | -14.9% | 0.01% | -25.0% |
| Q4 2022 | $938,513 | +10.8% | 3,308 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $847,000 | +313.2% | 3,308 | +333.6% | 0.01% | +300.0% |
| Q2 2022 | $205,000 | -6.8% | 763 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $220,000 | -3.9% | 763 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $229,000 | +8.5% | 763 | 0.0% | 0.00% | -33.3% |
| Q3 2021 | $211,000 | -50.0% | 763 | -22.4% | 0.00% | +50.0% |
| Q2 2021 | $422,000 | – | 983 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |