ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $240,000 | -13.7% | 1,059 | -18.0% | 0.04% | -20.0% |
| Q2 2020 | $278,000 | +14.9% | 1,292 | 0.0% | 0.05% | +4.2% |
| Q1 2020 | $242,000 | -46.2% | 1,292 | -38.1% | 0.05% | -35.1% |
| Q4 2019 | $450,000 | +14.2% | 2,086 | 0.0% | 0.07% | +1.4% |
| Q3 2019 | $394,000 | -1.7% | 2,086 | +1.5% | 0.07% | +2.8% |
| Q2 2019 | $401,000 | +0.2% | 2,056 | -0.6% | 0.07% | -5.3% |
| Q1 2019 | $400,000 | -31.7% | 2,068 | -36.3% | 0.08% | -39.0% |
| Q4 2018 | $586,000 | +28.5% | 3,245 | +44.2% | 0.12% | +51.9% |
| Q3 2018 | $456,000 | +31.0% | 2,250 | +15.1% | 0.08% | +22.7% |
| Q2 2018 | $348,000 | -63.4% | 1,955 | -64.5% | 0.07% | -70.4% |
| Q1 2018 | $952,000 | -43.2% | 5,514 | -42.6% | 0.22% | -30.5% |
| Q4 2017 | $1,675,000 | +477.6% | 9,612 | +377.0% | 0.32% | +282.1% |
| Q4 2016 | $290,000 | – | 2,015 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |