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 | $380,246 | -8.9% | 1,408 | -5.5% | 0.18% | -4.3% |
| Q2 2023 | $417,561 | -0.0% | 1,490 | -2.6% | 0.18% | -5.6% |
| Q1 2023 | $417,754 | -4.4% | 1,530 | -0.6% | 0.20% | -8.0% |
| Q4 2022 | $436,891 | +5.5% | 1,540 | -5.9% | 0.21% | +2.4% |
| Q3 2022 | $414,000 | -8.8% | 1,637 | -3.0% | 0.21% | -0.5% |
| Q2 2022 | $454,000 | -7.2% | 1,687 | -0.3% | 0.21% | +8.9% |
| Q1 2022 | $489,000 | -13.0% | 1,692 | -9.6% | 0.19% | -7.7% |
| Q4 2021 | $562,000 | 0.0% | 1,872 | -8.1% | 0.21% | -9.2% |
| Q3 2021 | $562,000 | -1.1% | 2,037 | -2.2% | 0.23% | -3.8% |
| Q2 2021 | $568,000 | -0.7% | 2,082 | -8.1% | 0.24% | -2.5% |
| Q1 2021 | $572,000 | -1.0% | 2,265 | -3.7% | 0.24% | -12.5% |
| Q4 2020 | $578,000 | +4.1% | 2,352 | -3.7% | 0.28% | -10.3% |
| Q3 2020 | $555,000 | -21.5% | 2,442 | -25.5% | 0.31% | -25.6% |
| Q2 2020 | $707,000 | +10.0% | 3,277 | -4.2% | 0.42% | -8.9% |
| Q1 2020 | $643,000 | -20.4% | 3,422 | -8.6% | 0.46% | -1.3% |
| Q4 2019 | $808,000 | +4.5% | 3,745 | -8.4% | 0.46% | -4.1% |
| Q3 2019 | $773,000 | -11.4% | 4,090 | -8.4% | 0.48% | -5.8% |
| Q2 2019 | $872,000 | -35.4% | 4,465 | -35.9% | 0.52% | -38.2% |
| Q1 2019 | $1,350,000 | -10.2% | 6,967 | -16.2% | 0.83% | -21.0% |
| Q4 2018 | $1,503,000 | -18.3% | 8,310 | -8.3% | 1.05% | -8.5% |
| Q3 2018 | $1,839,000 | +11.7% | 9,065 | -1.9% | 1.15% | +5.6% |
| Q2 2018 | $1,646,000 | +2.0% | 9,238 | -1.2% | 1.09% | +2.8% |
| Q1 2018 | $1,613,000 | -2.2% | 9,346 | -1.3% | 1.06% | -1.4% |
| Q4 2017 | $1,649,000 | -0.5% | 9,466 | -1.8% | 1.08% | -3.0% |
| Q3 2017 | $1,657,000 | +1.7% | 9,641 | -1.7% | 1.11% | +0.4% |
| Q2 2017 | $1,630,000 | +5.4% | 9,806 | -1.3% | 1.10% | +1.9% |
| Q1 2017 | $1,546,000 | +3.2% | 9,931 | -4.4% | 1.08% | -4.1% |
| Q4 2016 | $1,498,000 | -5.1% | 10,393 | -1.0% | 1.13% | -13.4% |
| Q3 2016 | $1,578,000 | +1.4% | 10,503 | +0.1% | 1.30% | -3.2% |
| Q2 2016 | $1,556,000 | +3.8% | 10,494 | -1.6% | 1.35% | -2.2% |
| Q1 2016 | $1,499,000 | -16.9% | 10,666 | -11.3% | 1.38% | -15.5% |
| Q4 2015 | $1,804,000 | +7.3% | 12,026 | +0.1% | 1.63% | -0.6% |
| Q3 2015 | $1,681,000 | -12.7% | 12,016 | -0.9% | 1.64% | -6.6% |
| Q2 2015 | $1,925,000 | +1.9% | 12,126 | -0.9% | 1.76% | +2.5% |
| Q1 2015 | $1,889,000 | +15.3% | 12,239 | +7.7% | 1.71% | +8.6% |
| Q4 2014 | $1,639,000 | +15.0% | 11,369 | +7.2% | 1.58% | +8.4% |
| Q3 2014 | $1,425,000 | +5.6% | 10,610 | +0.8% | 1.46% | +3.6% |
| Q2 2014 | $1,349,000 | +6.9% | 10,525 | +2.6% | 1.40% | +3.4% |
| Q1 2014 | $1,262,000 | -3.3% | 10,255 | -8.5% | 1.36% | -6.0% |
| Q4 2013 | $1,305,000 | +12.1% | 11,205 | +2.9% | 1.44% | +2.6% |
| Q3 2013 | $1,164,000 | +11.1% | 10,885 | +4.0% | 1.41% | 0.0% |
| Q2 2013 | $1,048,000 | – | 10,465 | – | 1.41% | – |
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% |