ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 301 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $180,137 | -3.6% | 667 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $186,928 | +2.6% | 667 | 0.0% | 0.02% | -12.0% |
| Q1 2023 | $182,131 | -3.8% | 667 | 0.0% | 0.02% | -7.4% |
| Q4 2022 | $189,235 | +12.0% | 667 | 0.0% | 0.03% | -6.9% |
| Q3 2022 | $169,000 | -5.6% | 667 | 0.0% | 0.03% | -3.3% |
| Q2 2022 | $179,000 | -7.3% | 667 | 0.0% | 0.03% | -16.7% |
| Q1 2022 | $193,000 | -3.5% | 667 | 0.0% | 0.04% | +9.1% |
| Q4 2021 | $200,000 | +8.7% | 667 | 0.0% | 0.03% | -19.5% |
| Q3 2021 | $184,000 | -1.6% | 667 | -2.8% | 0.04% | -8.9% |
| Q2 2021 | $187,000 | +11.3% | 686 | +2.8% | 0.04% | -2.2% |
| Q1 2021 | $168,000 | +2.4% | 667 | 0.0% | 0.05% | -9.8% |
| Q4 2020 | $164,000 | +7.9% | 667 | 0.0% | 0.05% | -3.8% |
| Q3 2020 | $152,000 | +5.6% | 667 | 0.0% | 0.05% | -7.0% |
| Q2 2020 | $144,000 | +39.8% | 667 | +21.9% | 0.06% | +21.3% |
| Q1 2020 | $103,000 | -12.7% | 547 | 0.0% | 0.05% | +14.6% |
| Q4 2019 | $118,000 | -13.2% | 547 | -23.7% | 0.04% | +2.5% |
| Q3 2019 | $136,000 | -6.8% | 717 | -4.0% | 0.04% | -11.1% |
| Q2 2019 | $146,000 | -3.3% | 747 | -4.2% | 0.04% | -4.3% |
| Q1 2019 | $151,000 | 0.0% | 780 | -6.6% | 0.05% | -9.6% |
| Q4 2018 | $151,000 | -15.2% | 835 | -4.8% | 0.05% | -10.3% |
| Q3 2018 | $178,000 | +11.9% | 877 | -1.7% | 0.06% | -28.4% |
| Q2 2018 | $159,000 | +27.2% | 892 | +23.5% | 0.08% | +19.1% |
| Q1 2018 | $125,000 | -0.8% | 722 | 0.0% | 0.07% | -2.9% |
| Q4 2017 | $126,000 | +1.6% | 722 | 0.0% | 0.07% | -5.4% |
| Q3 2017 | $124,000 | +3.3% | 722 | 0.0% | 0.07% | -1.3% |
| Q2 2017 | $120,000 | +7.1% | 722 | 0.0% | 0.08% | +10.3% |
| Q1 2017 | $112,000 | +7.7% | 722 | 0.0% | 0.07% | +4.6% |
| Q4 2016 | $104,000 | +300.0% | 722 | +312.6% | 0.06% | +261.1% |
| Q3 2016 | $26,000 | 0.0% | 175 | 0.0% | 0.02% | -5.3% |
| Q2 2016 | $26,000 | +4.0% | 175 | 0.0% | 0.02% | 0.0% |
| Q1 2016 | $25,000 | -3.8% | 175 | 0.0% | 0.02% | -5.0% |
| Q4 2015 | $26,000 | +8.3% | 175 | 0.0% | 0.02% | +5.3% |
| Q3 2015 | $24,000 | -14.3% | 175 | 0.0% | 0.02% | -5.0% |
| Q2 2015 | $28,000 | +3.7% | 175 | 0.0% | 0.02% | +5.3% |
| Q1 2015 | $27,000 | +8.0% | 175 | 0.0% | 0.02% | +5.6% |
| Q4 2014 | $25,000 | +4.2% | 175 | 0.0% | 0.02% | -14.3% |
| Q3 2014 | $24,000 | – | 175 | – | 0.02% | – |
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% |