ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 11 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,575 | -16.1% | 5,831 | -13.0% | 0.01% | -14.3% |
| Q2 2023 | $1,878 | +7.7% | 6,699 | +4.9% | 0.01% | -12.5% |
| Q1 2023 | $1,744 | -11.7% | 6,388 | -8.2% | 0.01% | -20.0% |
| Q4 2022 | $1,974 | -99.7% | 6,957 | +162.0% | 0.01% | +150.0% |
| Q3 2022 | $672,000 | +73.2% | 2,655 | +83.9% | 0.00% | +100.0% |
| Q2 2022 | $388,000 | -4.2% | 1,444 | +2.8% | 0.00% | 0.0% |
| Q1 2022 | $405,000 | +8.6% | 1,404 | +13.1% | 0.00% | 0.0% |
| Q4 2021 | $373,000 | +5.4% | 1,241 | -3.2% | 0.00% | 0.0% |
| Q3 2021 | $354,000 | -31.1% | 1,282 | -32.0% | 0.00% | -50.0% |
| Q2 2021 | $514,000 | -7.7% | 1,885 | -14.6% | 0.00% | -20.0% |
| Q1 2021 | $557,000 | – | 2,208 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 35,618 | $10,105 | 7.55% |
| Kalos Management, Inc. | 7,342 | $2,082,999 | 4.69% |
| First Citizens Financial Corp | 17,987 | $5,103 | 4.41% |
| Williams Financial, LLC | 15,683 | $4,449,424 | 3.86% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 20,558 | $5,832,597 | 3.48% |
| Alpha Wave Global, LP | 55,777 | $15,824,493 | 2.89% |
| MRA Advisory Group | 12,341 | $3,501,203 | 2.75% |
| ETFIDEA, LLC | 19,872 | $5,637,966 | 2.61% |
| HC Advisors, LLC | 12,558 | $3,562,830 | 2.43% |
| Oakworth Capital, Inc. | 81,701 | $23,179,122 | 2.22% |