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 | $1,719,330 | -4.9% | 6,366 | -1.3% | 1.18% | -6.3% |
Q2 2023 | $1,807,246 | +5.8% | 6,449 | +3.1% | 1.26% | +11.4% |
Q1 2023 | $1,707,927 | -1.1% | 6,255 | +2.7% | 1.14% | -6.0% |
Q4 2022 | $1,727,256 | +13.3% | 6,088 | +1.1% | 1.21% | -2.3% |
Q3 2022 | $1,524,000 | -5.5% | 6,022 | +0.4% | 1.24% | +7.8% |
Q2 2022 | $1,613,000 | -1.1% | 5,998 | +6.2% | 1.15% | +14.9% |
Q1 2022 | $1,631,000 | +0.4% | 5,648 | +4.4% | 1.00% | +2.6% |
Q4 2021 | $1,625,000 | +19.0% | 5,409 | +9.3% | 0.97% | +15.0% |
Q3 2021 | $1,366,000 | +17.6% | 4,950 | +16.2% | 0.85% | +18.2% |
Q2 2021 | $1,162,000 | +37.2% | 4,260 | +27.0% | 0.72% | +14.2% |
Q1 2021 | $847,000 | +41.9% | 3,354 | +38.1% | 0.63% | +36.3% |
Q4 2020 | $597,000 | +18.7% | 2,429 | +9.7% | 0.46% | +10.0% |
Q3 2020 | $503,000 | +8.6% | 2,215 | +3.0% | 0.42% | -0.2% |
Q2 2020 | $463,000 | -81.8% | 2,151 | -84.0% | 0.42% | -81.7% |
Q3 2019 | $2,546,000 | -4.3% | 13,466 | -1.2% | 2.29% | -3.7% |
Q2 2019 | $2,661,000 | +5.4% | 13,627 | +4.6% | 2.38% | +2.9% |
Q1 2019 | $2,525,000 | +1.3% | 13,031 | -5.5% | 2.31% | -6.0% |
Q4 2018 | $2,493,000 | – | 13,790 | – | 2.46% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |