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 | $216,000 | -3.6% | 799 | 0.0% | 0.01% | +16.7% |
| Q2 2023 | $224,000 | -0.4% | 799 | 0.0% | 0.01% | -14.3% |
| Q1 2023 | $225,000 | -0.9% | 799 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $227,000 | +12.4% | 799 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $202,000 | -6.0% | 799 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $215,000 | -10.8% | 799 | -4.1% | 0.01% | +16.7% |
| Q1 2022 | $241,000 | -3.6% | 833 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $250,000 | +8.7% | 833 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $230,000 | -3.4% | 833 | -4.6% | 0.01% | -14.3% |
| Q2 2021 | $238,000 | +8.2% | 873 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $220,000 | +2.3% | 873 | 0.0% | 0.01% | -12.5% |
| Q4 2020 | $215,000 | -16.0% | 873 | -26.3% | 0.01% | -27.3% |
| Q2 2020 | $256,000 | +10.8% | 1,185 | -3.7% | 0.01% | -8.3% |
| Q1 2020 | $231,000 | -12.8% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q4 2019 | $265,000 | +13.7% | 1,230 | 0.0% | 0.01% | +9.1% |
| Q3 2019 | $233,000 | -2.9% | 1,230 | 0.0% | 0.01% | -8.3% |
| Q2 2019 | $240,000 | +0.8% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $238,000 | +7.2% | 1,230 | 0.0% | 0.01% | -7.7% |
| Q4 2018 | $222,000 | -11.2% | 1,230 | 0.0% | 0.01% | +8.3% |
| Q3 2018 | $250,000 | +14.2% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $219,000 | +3.3% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $212,000 | -0.9% | 1,230 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $214,000 | +6.5% | 1,230 | -8.2% | 0.01% | -14.3% |
| Q4 2015 | $201,000 | -9.0% | 1,340 | -3.6% | 0.01% | 0.0% |
| Q2 2015 | $221,000 | -2.6% | 1,390 | -5.4% | 0.01% | -6.7% |
| Q1 2015 | $227,000 | +0.4% | 1,470 | -6.4% | 0.02% | 0.0% |
| Q4 2014 | $226,000 | +7.1% | 1,570 | 0.0% | 0.02% | -16.7% |
| Q3 2014 | $211,000 | -2.8% | 1,570 | -7.1% | 0.02% | -5.3% |
| Q2 2014 | $217,000 | +1.9% | 1,690 | -2.3% | 0.02% | -5.0% |
| Q1 2014 | $213,000 | +4.4% | 1,730 | -1.4% | 0.02% | 0.0% |
| Q4 2013 | $204,000 | – | 1,755 | – | 0.02% | – |
Download | ||||||
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% |