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 | $309,500 | -2.8% | 1,146 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $318,450 | +1.8% | 1,146 | 0.0% | 0.03% | -5.9% |
| Q1 2023 | $312,926 | -3.8% | 1,146 | 0.0% | 0.03% | -8.1% |
| Q4 2022 | $325,131 | -99.9% | 1,146 | 0.0% | 0.04% | +5.7% |
| Q3 2022 | $289,938,000 | -5.9% | 1,146 | 0.0% | 0.04% | -7.9% |
| Q2 2022 | $308,182,000 | -14.4% | 1,146 | -8.0% | 0.04% | +8.6% |
| Q1 2022 | $359,832,000 | -3.9% | 1,246 | 0.0% | 0.04% | 0.0% |
| Q4 2021 | $374,261,000 | +4.7% | 1,246 | -3.9% | 0.04% | -5.4% |
| Q3 2021 | $357,592,000 | +1.1% | 1,296 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $353,613,000 | -17.9% | 1,296 | -24.0% | 0.04% | -28.8% |
| Q1 2021 | $430,662,000 | +2.7% | 1,706 | 0.0% | 0.05% | -5.5% |
| Q4 2020 | $419,522,000 | +8.2% | 1,706 | 0.0% | 0.06% | -5.2% |
| Q3 2020 | $387,603,000 | +5.4% | 1,706 | 0.0% | 0.06% | -7.9% |
| Q2 2020 | $367,882,000 | +14.8% | 1,706 | 0.0% | 0.06% | -7.4% |
| Q1 2020 | $320,387,000 | -17.8% | 1,706 | -5.5% | 0.07% | +6.2% |
| Q4 2019 | $389,590,000 | +12.4% | 1,806 | -1.5% | 0.06% | +1.6% |
| Q3 2019 | $346,718,000 | – | 1,834 | – | 0.06% | – |
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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% |