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 | $620,924 | -4.5% | 2,299 | -0.9% | 0.00% | 0.0% |
Q2 2023 | $649,940 | +5.3% | 2,319 | +2.6% | 0.00% | 0.0% |
Q1 2023 | $617,149 | -10.1% | 2,260 | -6.6% | 0.00% | -33.3% |
Q4 2022 | $686,330 | +11.2% | 2,419 | -0.8% | 0.00% | 0.0% |
Q3 2022 | $617,000 | +1.5% | 2,439 | +7.9% | 0.00% | 0.0% |
Q2 2022 | $608,000 | -6.9% | 2,260 | 0.0% | 0.00% | +50.0% |
Q1 2022 | $653,000 | +6.7% | 2,260 | +10.8% | 0.00% | 0.0% |
Q4 2021 | $612,000 | +12.1% | 2,039 | +3.1% | 0.00% | 0.0% |
Q3 2021 | $546,000 | -2.5% | 1,977 | -3.7% | 0.00% | 0.0% |
Q2 2021 | $560,000 | +8.1% | 2,052 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $518,000 | -8.2% | 2,052 | -10.5% | 0.00% | 0.0% |
Q4 2020 | $564,000 | +1.3% | 2,294 | -6.4% | 0.00% | 0.0% |
Q3 2020 | $557,000 | +1.5% | 2,452 | -3.8% | 0.00% | -33.3% |
Q2 2020 | $549,000 | +14.6% | 2,548 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $479,000 | -25.0% | 2,548 | -14.0% | 0.00% | 0.0% |
Q4 2019 | $639,000 | +3.1% | 2,964 | -9.6% | 0.00% | -25.0% |
Q3 2019 | $620,000 | -14.4% | 3,278 | -11.6% | 0.00% | 0.0% |
Q2 2019 | $724,000 | +14.4% | 3,707 | +13.4% | 0.00% | 0.0% |
Q1 2019 | $633,000 | -35.3% | 3,268 | -39.6% | 0.00% | -42.9% |
Q4 2018 | $979,000 | +140.5% | 5,414 | +170.2% | 0.01% | +250.0% |
Q3 2018 | $407,000 | +14.0% | 2,004 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $357,000 | +3.2% | 2,004 | 0.0% | 0.00% | 0.0% |
Q1 2018 | $346,000 | – | 2,004 | – | 0.00% | – |
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% |