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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,263,000 | 0.0% | 5,005 | -2.6% | 0.06% | -23.7% |
| Q4 2020 | $1,263,000 | -0.4% | 5,136 | -8.0% | 0.08% | -9.5% |
| Q3 2020 | $1,268,000 | -3.4% | 5,580 | -8.3% | 0.08% | -7.7% |
| Q2 2020 | $1,312,000 | +23.2% | 6,084 | +7.3% | 0.09% | -10.8% |
| Q1 2020 | $1,065,000 | -48.0% | 5,671 | -40.3% | 0.10% | -26.1% |
| Q4 2019 | $2,048,000 | +10.8% | 9,495 | -2.9% | 0.14% | +7.0% |
| Q3 2019 | $1,848,000 | +81.0% | 9,776 | +87.0% | 0.13% | +81.7% |
| Q2 2019 | $1,021,000 | +9.8% | 5,227 | +8.9% | 0.07% | +9.2% |
| Q1 2019 | $930,000 | -50.7% | 4,800 | -48.4% | 0.06% | -50.0% |
| Q3 2018 | $1,888,000 | -6.3% | 9,305 | -17.8% | 0.13% | +6.6% |
| Q2 2018 | $2,016,000 | +9.0% | 11,315 | +5.6% | 0.12% | +10.9% |
| Q1 2018 | $1,849,000 | +4.1% | 10,711 | +5.0% | 0.11% | +5.8% |
| Q4 2017 | $1,777,000 | +5.0% | 10,198 | +3.5% | 0.10% | 0.0% |
| Q3 2017 | $1,693,000 | +25.2% | 9,850 | +21.2% | 0.10% | +20.9% |
| Q2 2017 | $1,352,000 | +4.4% | 8,129 | -2.3% | 0.09% | +1.2% |
| Q1 2017 | $1,295,000 | +47.7% | 8,318 | +36.8% | 0.08% | +44.1% |
| Q4 2016 | $877,000 | -11.8% | 6,082 | -10.8% | 0.06% | -28.9% |
| Q3 2016 | $994,000 | +3.6% | 6,822 | +5.4% | 0.08% | +12.2% |
| Q2 2016 | $959,000 | – | 6,472 | – | 0.07% | – |
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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% |