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 | $378,098 | -3.6% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q2 2023 | $392,353 | +2.6% | 1,400 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $382,284 | -13.1% | 1,400 | -9.7% | 0.03% | -17.9% |
| Q4 2022 | $439,750 | +12.2% | 1,550 | 0.0% | 0.04% | +2.6% |
| Q3 2022 | $392,000 | -6.0% | 1,550 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $417,000 | -6.9% | 1,550 | 0.0% | 0.04% | +8.6% |
| Q1 2022 | $448,000 | -3.9% | 1,550 | 0.0% | 0.04% | +6.1% |
| Q4 2021 | $466,000 | +8.9% | 1,550 | 0.0% | 0.03% | -5.7% |
| Q3 2021 | $428,000 | +1.2% | 1,550 | 0.0% | 0.04% | +2.9% |
| Q2 2021 | $423,000 | +8.2% | 1,550 | 0.0% | 0.03% | -8.1% |
| Q1 2021 | $391,000 | +2.6% | 1,550 | 0.0% | 0.04% | -7.5% |
| Q4 2020 | $381,000 | +8.2% | 1,550 | 0.0% | 0.04% | -4.8% |
| Q3 2020 | $352,000 | +5.4% | 1,550 | 0.0% | 0.04% | -4.5% |
| Q2 2020 | $334,000 | +14.8% | 1,550 | 0.0% | 0.04% | +2.3% |
| Q1 2020 | $291,000 | -12.9% | 1,550 | 0.0% | 0.04% | +22.9% |
| Q4 2019 | $334,000 | +14.0% | 1,550 | 0.0% | 0.04% | +6.1% |
| Q3 2019 | $293,000 | -3.3% | 1,550 | 0.0% | 0.03% | -5.7% |
| Q2 2019 | $303,000 | +1.0% | 1,550 | 0.0% | 0.04% | 0.0% |
| Q1 2019 | $300,000 | +7.1% | 1,550 | 0.0% | 0.04% | -5.4% |
| Q4 2018 | $280,000 | -13.8% | 1,550 | -3.1% | 0.04% | +2.8% |
| Q3 2018 | $325,000 | +14.0% | 1,600 | 0.0% | 0.04% | +9.1% |
| Q2 2018 | $285,000 | +3.3% | 1,600 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $276,000 | -16.6% | 1,600 | -15.8% | 0.03% | -17.5% |
| Q4 2017 | $331,000 | +1.2% | 1,900 | 0.0% | 0.04% | -2.4% |
| Q3 2017 | $327,000 | +3.5% | 1,900 | 0.0% | 0.04% | -2.4% |
| Q2 2017 | $316,000 | +6.8% | 1,900 | 0.0% | 0.04% | +2.4% |
| Q1 2017 | $296,000 | +8.0% | 1,900 | 0.0% | 0.04% | 0.0% |
| Q4 2016 | $274,000 | – | 1,900 | – | 0.04% | – |
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% |