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 | $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 ↓ |
|---|---|---|---|
| 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% |