ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 303 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,661,611 | +3.6% | 27,119 | +3.8% | 0.08% | -3.7% |
| Q1 2024 | $1,603,187 | +15.8% | 26,123 | +440.1% | 0.08% | 0.0% |
| Q4 2023 | $1,384,691 | +468.5% | 4,837 | +436.3% | 0.08% | +350.0% |
| Q3 2023 | $243,558 | -30.3% | 902 | -27.7% | 0.02% | -28.0% |
| Q2 2023 | $349,676 | -77.8% | 1,248 | -78.4% | 0.02% | -77.7% |
| Q1 2023 | $1,576,302 | +344.9% | 5,773 | +362.6% | 0.11% | +314.8% |
| Q4 2022 | $354,323 | +13.9% | 1,248 | +1.4% | 0.03% | +3.8% |
| Q3 2022 | $311,000 | -7.4% | 1,231 | -1.4% | 0.03% | -3.7% |
| Q2 2022 | $336,000 | +28.7% | 1,248 | +38.4% | 0.03% | +58.8% |
| Q1 2022 | $261,000 | -64.7% | 902 | -63.4% | 0.02% | -64.6% |
| Q4 2021 | $740,000 | -27.9% | 2,463 | -34.5% | 0.05% | -40.7% |
| Q2 2021 | $1,027,000 | +9.5% | 3,762 | +1.3% | 0.08% | -10.0% |
| Q1 2021 | $938,000 | +171.9% | 3,714 | +164.7% | 0.09% | +150.0% |
| Q4 2020 | $345,000 | -38.6% | 1,403 | -43.2% | 0.04% | -16.3% |
| Q3 2020 | $562,000 | +72.9% | 2,472 | +64.1% | 0.04% | +4.9% |
| Q4 2019 | $325,000 | – | 1,506 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |