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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $114,496 | +6.0% | 400 | 0.0% | 0.03% | -3.3% |
| Q3 2023 | $108,028 | -3.6% | 400 | 0.0% | 0.03% | +3.4% |
| Q2 2023 | $112,100 | +2.6% | 400 | 0.0% | 0.03% | -6.5% |
| Q1 2023 | $109,224 | -3.8% | 400 | 0.0% | 0.03% | 0.0% |
| Q4 2022 | $113,484 | +12.4% | 400 | 0.0% | 0.03% | +6.9% |
| Q3 2022 | $101,000 | -5.6% | 400 | 0.0% | 0.03% | +3.6% |
| Q2 2022 | $107,000 | -7.0% | 400 | 0.0% | 0.03% | +12.0% |
| Q1 2022 | $115,000 | -4.2% | 400 | 0.0% | 0.02% | 0.0% |
| Q4 2021 | $120,000 | +9.1% | 400 | 0.0% | 0.02% | 0.0% |
| Q3 2021 | $110,000 | +0.9% | 400 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $109,000 | +9.0% | 400 | 0.0% | 0.02% | 0.0% |
| Q1 2021 | $100,000 | -53.5% | 400 | -54.3% | 0.02% | -49.0% |
| Q4 2020 | $215,000 | +8.6% | 875 | 0.0% | 0.05% | 0.0% |
| Q3 2020 | $198,000 | +5.3% | 875 | 0.0% | 0.05% | -2.0% |
| Q2 2020 | $188,000 | +14.6% | 875 | 0.0% | 0.05% | +2.0% |
| Q1 2020 | $164,000 | -12.8% | 875 | 0.0% | 0.05% | +16.7% |
| Q4 2019 | $188,000 | +13.9% | 875 | 0.0% | 0.04% | +10.5% |
| Q3 2019 | $165,000 | -2.9% | 875 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $170,000 | +3.7% | 875 | 0.0% | 0.04% | +2.7% |
| Q1 2019 | $164,000 | +3.8% | 875 | 0.0% | 0.04% | -9.8% |
| Q4 2018 | $158,000 | -10.7% | 875 | 0.0% | 0.04% | +5.1% |
| Q3 2018 | $177,000 | +14.2% | 875 | 0.0% | 0.04% | +8.3% |
| Q2 2018 | $155,000 | +2.6% | 875 | 0.0% | 0.04% | +2.9% |
| Q1 2018 | $151,000 | -0.7% | 875 | 0.0% | 0.04% | 0.0% |
| Q4 2017 | $152,000 | +1.3% | 875 | 0.0% | 0.04% | -2.8% |
| Q3 2017 | $150,000 | +4.2% | 875 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $144,000 | +5.9% | 875 | 0.0% | 0.04% | +5.9% |
| Q1 2017 | $136,000 | +7.9% | 875 | 0.0% | 0.03% | 0.0% |
| Q4 2016 | $126,000 | -3.8% | 875 | 0.0% | 0.03% | -8.1% |
| Q3 2016 | $131,000 | +1.6% | 875 | 0.0% | 0.04% | -2.6% |
| Q2 2016 | $129,000 | – | 875 | – | 0.04% | – |
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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% |