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 2020 | $379,000 | +8.6% | 1,542 | +0.3% | 0.02% | -8.0% |
| Q3 2020 | $349,000 | +5.4% | 1,538 | +0.3% | 0.02% | +4.2% |
| Q2 2020 | $331,000 | +14.9% | 1,534 | +0.3% | 0.02% | -14.3% |
| Q1 2020 | $288,000 | -11.1% | 1,530 | +1.8% | 0.03% | 0.0% |
| Q4 2019 | $324,000 | +14.5% | 1,503 | +0.3% | 0.03% | +3.7% |
| Q3 2019 | $283,000 | -3.1% | 1,499 | +0.3% | 0.03% | -3.6% |
| Q2 2019 | $292,000 | +1.0% | 1,495 | +0.1% | 0.03% | -3.4% |
| Q1 2019 | $289,000 | +7.8% | 1,493 | +0.7% | 0.03% | -6.5% |
| Q4 2018 | $268,000 | -10.4% | 1,483 | +0.5% | 0.03% | -8.8% |
| Q3 2018 | $299,000 | +14.1% | 1,476 | +0.3% | 0.03% | +13.3% |
| Q2 2018 | $262,000 | +3.1% | 1,472 | 0.0% | 0.03% | -6.2% |
| Q1 2018 | $254,000 | -4.9% | 1,472 | -4.1% | 0.03% | +3.2% |
| Q4 2017 | $267,000 | +1.5% | 1,535 | +0.3% | 0.03% | -22.5% |
| Q3 2017 | $263,000 | +3.5% | 1,531 | +0.1% | 0.04% | -2.4% |
| Q2 2017 | $254,000 | +6.7% | 1,529 | 0.0% | 0.04% | +2.5% |
| Q1 2017 | $238,000 | – | 1,529 | – | 0.04% | – |
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% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 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% |