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 | $2,325,274 | -11.6% | 8,610 | -8.3% | 0.01% | -50.0% |
| Q2 2023 | $2,631,311 | -16.2% | 9,389 | -18.4% | 0.01% | +100.0% |
| Q1 2023 | $3,140,463 | -18.7% | 11,501 | -15.5% | 0.01% | -22.2% |
| Q4 2022 | $3,860,442 | +35.1% | 13,607 | +20.4% | 0.01% | +28.6% |
| Q3 2022 | $2,858,000 | +22.8% | 11,297 | +30.6% | 0.01% | +16.7% |
| Q2 2022 | $2,327,000 | -43.6% | 8,652 | -39.4% | 0.01% | -33.3% |
| Q1 2022 | $4,123,000 | +55.1% | 14,275 | +61.3% | 0.01% | +50.0% |
| Q4 2021 | $2,658,000 | -2.8% | 8,848 | -10.7% | 0.01% | -14.3% |
| Q3 2021 | $2,734,000 | +22.6% | 9,909 | +21.3% | 0.01% | +16.7% |
| Q2 2021 | $2,230,000 | +7.3% | 8,172 | -0.7% | 0.01% | -14.3% |
| Q1 2021 | $2,078,000 | +0.8% | 8,230 | -1.8% | 0.01% | 0.0% |
| Q4 2020 | $2,062,000 | +3.3% | 8,385 | -4.6% | 0.01% | -12.5% |
| Q3 2020 | $1,996,000 | +3.6% | 8,786 | -1.7% | 0.01% | -11.1% |
| Q2 2020 | $1,927,000 | -42.8% | 8,936 | -50.2% | 0.01% | -52.6% |
| Q1 2020 | $3,369,000 | -49.5% | 17,938 | -42.0% | 0.02% | -36.7% |
| Q4 2019 | $6,670,000 | +25.3% | 30,922 | +9.8% | 0.03% | +7.1% |
| Q3 2019 | $5,325,000 | +0.9% | 28,166 | +4.2% | 0.03% | -3.4% |
| Q2 2019 | $5,277,000 | -19.7% | 27,024 | -20.3% | 0.03% | -14.7% |
| Q1 2019 | $6,570,000 | +2.0% | 33,902 | -4.8% | 0.03% | -12.8% |
| Q4 2018 | $6,439,000 | -37.8% | 35,609 | -30.3% | 0.04% | -23.5% |
| Q3 2018 | $10,360,000 | +69.8% | 51,062 | +49.1% | 0.05% | +50.0% |
| Q2 2018 | $6,102,000 | -1.4% | 34,245 | -4.5% | 0.03% | -19.0% |
| Q1 2018 | $6,188,000 | -4.1% | 35,848 | -3.2% | 0.04% | 0.0% |
| Q4 2017 | $6,451,000 | +14.8% | 37,024 | +13.3% | 0.04% | +5.0% |
| Q3 2017 | $5,617,000 | -2.2% | 32,682 | -5.3% | 0.04% | -9.1% |
| Q2 2017 | $5,741,000 | +23.0% | 34,529 | +15.2% | 0.04% | +22.2% |
| Q1 2017 | $4,668,000 | +1695.4% | 29,981 | +1562.8% | 0.04% | +1700.0% |
| Q4 2016 | $260,000 | -38.7% | 1,803 | -36.1% | 0.00% | -50.0% |
| Q3 2016 | $424,000 | +3.7% | 2,821 | +2.3% | 0.00% | 0.0% |
| Q2 2016 | $409,000 | +40.5% | 2,757 | +33.3% | 0.00% | +33.3% |
| Q1 2016 | $291,000 | -29.9% | 2,069 | -25.3% | 0.00% | -25.0% |
| Q4 2015 | $415,000 | 0.0% | 2,769 | -6.7% | 0.00% | -20.0% |
| Q3 2015 | $415,000 | -14.4% | 2,968 | -2.8% | 0.01% | -16.7% |
| Q2 2015 | $485,000 | +50.2% | 3,055 | +45.8% | 0.01% | +50.0% |
| Q1 2015 | $323,000 | +7.0% | 2,095 | 0.0% | 0.00% | 0.0% |
| Q4 2014 | $302,000 | – | 2,095 | – | 0.00% | – |
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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% |