ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $563,809 | +28.1% | 2,088 | +32.9% | 0.00% | – |
| Q2 2023 | $440,060 | +14.6% | 1,571 | +11.7% | 0.00% | – |
| Q1 2023 | $383,942 | +1.4% | 1,406 | +5.4% | 0.00% | – |
| Q4 2022 | $378,545 | +17.9% | 1,334 | +5.2% | 0.00% | – |
| Q3 2022 | $321,000 | +45.2% | 1,268 | +54.8% | 0.00% | – |
| Q2 2022 | $221,000 | -76.6% | 819 | -74.0% | 0.00% | – |
| Q4 2021 | $944,000 | +7.0% | 3,145 | -1.6% | 0.00% | – |
| Q3 2021 | $882,000 | +2.0% | 3,195 | +0.8% | 0.00% | – |
| Q2 2021 | $865,000 | -31.5% | 3,170 | -36.7% | 0.00% | – |
| Q1 2021 | $1,263,000 | +12.7% | 5,008 | +9.8% | 0.00% | – |
| Q4 2020 | $1,121,000 | +105.7% | 4,562 | +90.1% | 0.00% | – |
| Q3 2020 | $545,000 | -10.1% | 2,400 | -14.7% | 0.00% | – |
| Q2 2020 | $606,000 | +18.1% | 2,815 | +3.1% | 0.00% | – |
| Q1 2020 | $513,000 | -38.8% | 2,730 | -29.7% | 0.00% | – |
| Q4 2019 | $838,000 | +12.5% | 3,885 | -1.4% | 0.00% | – |
| Q3 2019 | $745,000 | -6.1% | 3,940 | -3.0% | 0.00% | – |
| Q2 2019 | $793,000 | -15.5% | 4,063 | -16.1% | 0.00% | – |
| Q1 2019 | $939,000 | -6.9% | 4,842 | -13.3% | 0.00% | – |
| Q4 2018 | $1,009,000 | -1.5% | 5,585 | +10.7% | 0.00% | – |
| Q3 2018 | $1,024,000 | +3.5% | 5,045 | -9.1% | 0.00% | – |
| Q2 2018 | $989,000 | -93.9% | 5,551 | -94.1% | 0.00% | -100.0% |
| Q1 2018 | $16,346,000 | -0.5% | 94,699 | +0.4% | 0.01% | +25.0% |
| Q4 2017 | $16,429,000 | +2.7% | 94,293 | +1.3% | 0.00% | 0.0% |
| Q3 2017 | $15,992,000 | -51.2% | 93,051 | -52.7% | 0.00% | -55.6% |
| Q2 2017 | $32,739,000 | +8.3% | 196,917 | +1.4% | 0.01% | +12.5% |
| Q1 2017 | $30,232,000 | +20.3% | 194,166 | +11.4% | 0.01% | +14.3% |
| Q4 2016 | $25,122,000 | +3.0% | 174,302 | +7.3% | 0.01% | 0.0% |
| Q3 2016 | $24,395,000 | +3.8% | 162,409 | +2.5% | 0.01% | 0.0% |
| Q2 2016 | $23,506,000 | +63.5% | 158,493 | +55.0% | 0.01% | +75.0% |
| Q1 2016 | $14,376,000 | +0.5% | 102,286 | +7.3% | 0.00% | 0.0% |
| Q4 2015 | $14,298,000 | +3077.3% | 95,314 | +2162.9% | 0.00% | – |
| Q3 2013 | $450,000 | +28.9% | 4,212 | +20.6% | 0.00% | – |
| Q2 2013 | $349,000 | – | 3,493 | – | 0.00% | – |
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% |