ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,812,149 | -6.6% | 10,476 | -2.5% | 0.00% | -33.3% |
| Q2 2023 | $3,010,967 | +7.4% | 10,745 | +4.6% | 0.01% | -14.3% |
| Q1 2023 | $2,804,400 | -1.7% | 10,269 | +2.1% | 0.01% | 0.0% |
| Q4 2022 | $2,854,216 | +13.9% | 10,062 | +1.0% | 0.01% | -46.2% |
| Q3 2022 | $2,505,000 | -5.6% | 9,964 | +0.7% | 0.01% | +8.3% |
| Q2 2022 | $2,654,000 | -0.7% | 9,890 | +6.6% | 0.01% | +50.0% |
| Q1 2022 | $2,672,000 | +8.6% | 9,275 | +13.2% | 0.01% | 0.0% |
| Q4 2021 | $2,461,000 | – | 8,193 | – | 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% |