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 | $476,132 | +86155.8% | 1,763 | -10.6% | 0.01% | -12.5% |
| Q2 2023 | $552 | +22.1% | 1,971 | +19.0% | 0.02% | +14.3% |
| Q1 2023 | $452 | +13.3% | 1,656 | +17.7% | 0.01% | +7.7% |
| Q4 2022 | $399 | -99.9% | 1,407 | -7.4% | 0.01% | -7.1% |
| Q3 2022 | $385,000 | -5.6% | 1,519 | 0.0% | 0.01% | -6.7% |
| Q2 2022 | $408,000 | -9.1% | 1,519 | -2.2% | 0.02% | +7.1% |
| Q1 2022 | $449,000 | -3.2% | 1,553 | +0.6% | 0.01% | 0.0% |
| Q4 2021 | $464,000 | +24.4% | 1,544 | +14.4% | 0.01% | +16.7% |
| Q3 2021 | $373,000 | -12.0% | 1,350 | -13.2% | 0.01% | -14.3% |
| Q2 2021 | $424,000 | -15.9% | 1,556 | -22.2% | 0.01% | -22.2% |
| Q1 2021 | $504,000 | +2.6% | 1,999 | 0.0% | 0.02% | -5.3% |
| Q4 2020 | $491,000 | +46.6% | 1,999 | +35.6% | 0.02% | +35.7% |
| Q3 2020 | $335,000 | +5.3% | 1,474 | 0.0% | 0.01% | -6.7% |
| Q2 2020 | $318,000 | +14.8% | 1,474 | -0.1% | 0.02% | -6.2% |
| Q1 2020 | $277,000 | -17.8% | 1,476 | -5.4% | 0.02% | 0.0% |
| Q4 2019 | $337,000 | +3.7% | 1,560 | -9.3% | 0.02% | -5.9% |
| Q3 2019 | $325,000 | +27.5% | 1,720 | +31.5% | 0.02% | +21.4% |
| Q2 2019 | $255,000 | +3.7% | 1,308 | +3.0% | 0.01% | 0.0% |
| Q1 2019 | $246,000 | +7.0% | 1,270 | 0.0% | 0.01% | -6.7% |
| Q4 2018 | $230,000 | +11.1% | 1,270 | +24.9% | 0.02% | +25.0% |
| Q3 2018 | $207,000 | – | 1,017 | – | 0.01% | – |
Download | ||||||
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% |