ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $565,527 | +96241.9% | 2,094 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $587 | +2.3% | 2,094 | -0.3% | 0.02% | 0.0% |
| Q1 2023 | $574 | -5.0% | 2,101 | -1.3% | 0.02% | -7.4% |
| Q4 2022 | $604 | -99.9% | 2,129 | 0.0% | 0.03% | -25.0% |
| Q3 2022 | $538,000 | -5.9% | 2,129 | 0.0% | 0.04% | +44.0% |
| Q2 2022 | $572,000 | -7.3% | 2,129 | -0.4% | 0.02% | +8.7% |
| Q1 2022 | $617,000 | -20.9% | 2,138 | -17.7% | 0.02% | -17.9% |
| Q4 2021 | $780,000 | +8.8% | 2,597 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $717,000 | +1.0% | 2,597 | -0.3% | 0.03% | +7.7% |
| Q2 2021 | $710,000 | +6.8% | 2,604 | -1.1% | 0.03% | 0.0% |
| Q1 2021 | $665,000 | +8.5% | 2,634 | -2.4% | 0.03% | -7.1% |
| Q3 2020 | $613,000 | -25.1% | 2,699 | -28.8% | 0.03% | -30.0% |
| Q2 2020 | $818,000 | +15.4% | 3,790 | +0.3% | 0.04% | -2.4% |
| Q1 2020 | $709,000 | -16.3% | 3,778 | -3.8% | 0.04% | +5.1% |
| Q4 2019 | $847,000 | +17.0% | 3,928 | +2.6% | 0.04% | +8.3% |
| Q3 2019 | $724,000 | -3.2% | 3,828 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $748,000 | +1.2% | 3,828 | +0.4% | 0.04% | -2.7% |
| Q1 2019 | $739,000 | +7.3% | 3,811 | 0.0% | 0.04% | -9.8% |
| Q4 2018 | $689,000 | -9.3% | 3,811 | +1.7% | 0.04% | +10.8% |
| Q3 2018 | $760,000 | +15.0% | 3,749 | +1.1% | 0.04% | +8.8% |
| Q2 2018 | $661,000 | +3.3% | 3,709 | 0.0% | 0.03% | +3.0% |
| Q1 2018 | $640,000 | -0.9% | 3,709 | 0.0% | 0.03% | -25.0% |
| Q4 2017 | $646,000 | +4.0% | 3,709 | +2.8% | 0.04% | +37.5% |
| Q3 2017 | $621,000 | +8.4% | 3,609 | +4.7% | 0.03% | +3.2% |
| Q2 2017 | $573,000 | +7.3% | 3,446 | +0.5% | 0.03% | +3.3% |
| Q1 2017 | $534,000 | -7.0% | 3,428 | -13.9% | 0.03% | -9.1% |
| Q4 2016 | $574,000 | -2.9% | 3,983 | +1.2% | 0.03% | -5.7% |
| Q3 2016 | $591,000 | -4.8% | 3,937 | -6.0% | 0.04% | -5.4% |
| Q2 2016 | $621,000 | +5.4% | 4,187 | 0.0% | 0.04% | +5.7% |
| Q1 2016 | $589,000 | -6.4% | 4,187 | 0.0% | 0.04% | -5.4% |
| Q4 2015 | $629,000 | +9.4% | 4,187 | +2.0% | 0.04% | +5.7% |
| Q3 2015 | $575,000 | -60.9% | 4,105 | -55.7% | 0.04% | -57.3% |
| Q2 2015 | $1,472,000 | +6.1% | 9,276 | +3.1% | 0.08% | +6.5% |
| Q1 2015 | $1,388,000 | +9.2% | 8,995 | +2.0% | 0.08% | +11.6% |
| Q4 2014 | $1,271,000 | +3.8% | 8,820 | -3.3% | 0.07% | 0.0% |
| Q3 2014 | $1,225,000 | +4.8% | 9,120 | 0.0% | 0.07% | +6.2% |
| Q2 2014 | $1,169,000 | +3.6% | 9,120 | -0.5% | 0.06% | +1.6% |
| Q1 2014 | $1,128,000 | +5.6% | 9,170 | 0.0% | 0.06% | +4.9% |
| Q4 2013 | $1,068,000 | +1.7% | 9,170 | -6.6% | 0.06% | -6.2% |
| Q3 2013 | $1,050,000 | +5.1% | 9,820 | -1.5% | 0.06% | 0.0% |
| Q2 2013 | $999,000 | – | 9,970 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |