ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 374 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,046 | -100.0% | 3,829 | -71.9% | 0.04% | -77.3% |
| Q3 2022 | $3,446,000 | +220.3% | 13,621 | +249.3% | 0.18% | +330.2% |
| Q3 2021 | $1,076,000 | +133.9% | 3,900 | +131.5% | 0.04% | +87.0% |
| Q2 2021 | $460,000 | -64.5% | 1,685 | -70.5% | 0.02% | -76.0% |
| Q3 2020 | $1,296,000 | +2914.0% | 5,704 | +1801.3% | 0.10% | +3100.0% |
| Q4 2016 | $43,000 | – | 300 | – | 0.00% | – |
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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% |