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 2023 | $1,223,416 | -7.3% | 4,530 | -3.8% | 0.01% | 0.0% |
| Q2 2023 | $1,320,268 | -2.4% | 4,711 | -4.9% | 0.01% | -9.1% |
| Q1 2023 | $1,353,285 | -3.8% | 4,956 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $1,406,066 | +11.3% | 4,956 | -0.7% | 0.01% | 0.0% |
| Q3 2022 | $1,263,000 | -9.1% | 4,992 | -3.4% | 0.01% | 0.0% |
| Q2 2022 | $1,390,000 | -6.8% | 5,167 | 0.0% | 0.01% | +10.0% |
| Q1 2022 | $1,492,000 | -17.4% | 5,167 | -14.1% | 0.01% | -16.7% |
| Q4 2021 | $1,807,000 | -3.8% | 6,017 | -11.6% | 0.01% | -7.7% |
| Q3 2021 | $1,878,000 | -7.3% | 6,808 | -8.3% | 0.01% | -7.1% |
| Q2 2021 | $2,026,000 | +6.2% | 7,428 | -1.7% | 0.01% | -6.7% |
| Q1 2021 | $1,907,000 | +1.1% | 7,557 | -1.5% | 0.02% | 0.0% |
| Q4 2020 | $1,887,000 | +7.9% | 7,672 | -0.3% | 0.02% | -6.2% |
| Q3 2020 | $1,749,000 | +4.7% | 7,697 | -0.6% | 0.02% | 0.0% |
| Q2 2020 | $1,670,000 | +15.3% | 7,747 | +0.4% | 0.02% | -11.1% |
| Q1 2020 | $1,449,000 | -13.5% | 7,716 | -0.6% | 0.02% | +12.5% |
| Q4 2019 | $1,675,000 | +12.9% | 7,766 | -1.0% | 0.02% | +6.7% |
| Q3 2019 | $1,483,000 | -1.3% | 7,841 | +1.9% | 0.02% | -11.8% |
| Q2 2019 | $1,503,000 | -1.4% | 7,696 | -2.1% | 0.02% | -5.6% |
| Q1 2019 | $1,525,000 | +5.6% | 7,865 | -1.5% | 0.02% | 0.0% |
| Q4 2018 | $1,444,000 | -12.2% | 7,985 | -1.4% | 0.02% | -10.0% |
| Q3 2018 | $1,644,000 | +13.9% | 8,100 | 0.0% | 0.02% | +11.1% |
| Q2 2018 | $1,443,000 | -49.4% | 8,100 | -50.9% | 0.02% | -5.3% |
| Q1 2018 | $2,850,000 | +88.7% | 16,510 | +90.5% | 0.02% | -5.0% |
| Q4 2017 | $1,510,000 | +1.1% | 8,665 | -0.3% | 0.02% | 0.0% |
| Q3 2017 | $1,494,000 | +2.5% | 8,692 | -0.9% | 0.02% | 0.0% |
| Q2 2017 | $1,458,000 | +0.9% | 8,767 | -5.5% | 0.02% | -4.8% |
| Q1 2017 | $1,445,000 | +5.7% | 9,281 | -2.2% | 0.02% | +5.0% |
| Q4 2016 | $1,367,000 | -4.1% | 9,485 | 0.0% | 0.02% | -9.1% |
| Q3 2016 | $1,425,000 | -0.3% | 9,485 | -1.5% | 0.02% | -4.3% |
| Q2 2016 | $1,429,000 | +4.1% | 9,630 | -1.4% | 0.02% | 0.0% |
| Q1 2016 | $1,373,000 | -9.2% | 9,770 | -3.1% | 0.02% | -8.0% |
| Q4 2015 | $1,512,000 | +2.9% | 10,080 | -4.0% | 0.02% | 0.0% |
| Q3 2015 | $1,470,000 | -13.8% | 10,505 | -2.2% | 0.02% | -7.4% |
| Q2 2015 | $1,705,000 | +0.9% | 10,745 | -1.8% | 0.03% | +3.8% |
| Q1 2015 | $1,689,000 | +4.6% | 10,945 | -2.2% | 0.03% | 0.0% |
| Q4 2014 | $1,614,000 | -2.2% | 11,195 | -8.8% | 0.03% | -3.7% |
| Q3 2014 | $1,650,000 | +4.4% | 12,275 | -0.4% | 0.03% | +3.8% |
| Q2 2014 | $1,580,000 | +4.4% | 12,325 | +0.2% | 0.03% | 0.0% |
| Q1 2014 | $1,514,000 | +15.1% | 12,301 | +8.9% | 0.03% | +13.0% |
| Q4 2013 | $1,315,000 | +2.6% | 11,291 | -5.9% | 0.02% | 0.0% |
| Q3 2013 | $1,282,000 | -1.8% | 11,993 | -7.9% | 0.02% | -4.2% |
| Q2 2013 | $1,305,000 | +11.6% | 13,026 | +7.4% | 0.02% | +4.3% |
| Q1 2013 | $1,169,000 | – | 12,126 | – | 0.02% | – |
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% |