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 | $4,250,815 | -2.8% | 15,740 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $4,371,214 | -32.6% | 15,597 | -34.4% | 0.01% | -36.4% |
| Q1 2023 | $6,487,459 | -3.7% | 23,758 | +0.1% | 0.01% | -8.3% |
| Q4 2022 | $6,736,565 | +11.3% | 23,745 | -0.7% | 0.01% | 0.0% |
| Q3 2022 | $6,053,000 | +24.5% | 23,924 | +32.4% | 0.01% | +33.3% |
| Q2 2022 | $4,860,000 | +23.9% | 18,072 | +33.1% | 0.01% | +50.0% |
| Q1 2022 | $3,921,000 | -5.0% | 13,577 | -1.2% | 0.01% | 0.0% |
| Q4 2021 | $4,128,000 | +0.4% | 13,740 | -7.8% | 0.01% | -14.3% |
| Q3 2021 | $4,112,000 | +10.2% | 14,903 | +9.0% | 0.01% | +16.7% |
| Q2 2021 | $3,730,000 | -8.2% | 13,670 | -15.0% | 0.01% | -14.3% |
| Q1 2021 | $4,065,000 | +18.2% | 16,084 | +15.0% | 0.01% | 0.0% |
| Q4 2020 | $3,440,000 | +26.4% | 13,990 | +16.8% | 0.01% | +16.7% |
| Q3 2020 | $2,721,000 | +18.2% | 11,978 | +12.2% | 0.01% | +20.0% |
| Q2 2020 | $2,303,000 | +9.4% | 10,680 | -4.7% | 0.01% | -16.7% |
| Q1 2020 | $2,105,000 | +32.1% | 11,211 | +51.8% | 0.01% | +100.0% |
| Q4 2019 | $1,593,000 | +5589.3% | 7,387 | +4121.1% | 0.00% | +200.0% |
| Q2 2015 | $28,000 | – | 175 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 46,794 | $11,507,000 | 7.35% |
| Sowa Financial Group, Inc. | 30,388 | $7,473,000 | 5.03% |
| First Citizens Financial Corp | 19,195 | $4,672,000 | 4.07% |
| JGP Wealth Management, LLC | 58,474 | $14,776,000 | 3.42% |
| Oakworth Capital, Inc. | 95,927 | $23,589,000 | 3.06% |
| HC Advisors, LLC | 12,738 | $3,132,000 | 2.14% |
| Cadent Capital Advisors, LLC | 16,091 | $3,957,000 | 1.95% |
| Kesler, Norman & Wride, LLC | 28,270 | $6,952,000 | 1.94% |
| PETTYJOHN, WOOD & WHITE, INC | 22,458 | $5,523,000 | 1.41% |
| Mine & Arao Wealth Creation & Management, LLC. | 7,900 | $1,943,000 | 1.40% |