ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $5 | -81.5% | 18 | -82.0% | 0.00% | – |
| Q1 2023 | $27 | -99.9% | 100 | 0.0% | 0.00% | – |
| Q3 2022 | $25,000 | -95.1% | 100 | -94.7% | 0.00% | -100.0% |
| Q2 2022 | $510,000 | +93.9% | 1,900 | +116.9% | 0.00% | – |
| Q4 2021 | $263,000 | +1778.6% | 876 | +1410.3% | 0.00% | – |
| Q4 2020 | $14,000 | -71.4% | 58 | -78.0% | 0.00% | – |
| Q3 2019 | $49,000 | -59.2% | 264 | -57.6% | 0.00% | – |
| Q1 2019 | $120,000 | +566.7% | 623 | +523.0% | 0.00% | – |
| Q4 2018 | $18,000 | -90.1% | 100 | -90.3% | 0.00% | -100.0% |
| Q2 2018 | $182,000 | +133.3% | 1,027 | +85.0% | 0.00% | -83.3% |
| Q1 2016 | $78,000 | +500.0% | 555 | +455.0% | 0.01% | +500.0% |
| Q3 2015 | $13,000 | – | 100 | – | 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% |