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 | $600,636 | -3.6% | 2,224 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $623,281 | +2.6% | 2,224 | 0.0% | 0.02% | -4.2% |
| Q1 2023 | $607,285 | -3.8% | 2,224 | 0.0% | 0.02% | -11.1% |
| Q4 2022 | $630,971 | +11.9% | 2,224 | -0.2% | 0.03% | 0.0% |
| Q3 2022 | $564,000 | -15.7% | 2,229 | -10.4% | 0.03% | -10.0% |
| Q2 2022 | $669,000 | -7.5% | 2,489 | -0.6% | 0.03% | +15.4% |
| Q1 2022 | $723,000 | -3.9% | 2,504 | 0.0% | 0.03% | +4.0% |
| Q4 2021 | $752,000 | +8.8% | 2,504 | 0.0% | 0.02% | -3.8% |
| Q3 2021 | $691,000 | +4.2% | 2,504 | +3.1% | 0.03% | +4.0% |
| Q2 2021 | $663,000 | +8.2% | 2,429 | 0.0% | 0.02% | -3.8% |
| Q1 2021 | $613,000 | +2.7% | 2,429 | 0.0% | 0.03% | -3.7% |
| Q4 2020 | $597,000 | +8.2% | 2,429 | 0.0% | 0.03% | -3.6% |
| Q3 2020 | $552,000 | +5.3% | 2,429 | 0.0% | 0.03% | -6.7% |
| Q2 2020 | $524,000 | +14.9% | 2,429 | 0.0% | 0.03% | -6.2% |
| Q1 2020 | $456,000 | -14.4% | 2,429 | -1.6% | 0.03% | +3.2% |
| Q4 2019 | $533,000 | +14.1% | 2,469 | 0.0% | 0.03% | +3.3% |
| Q3 2019 | $467,000 | -9.5% | 2,469 | -6.6% | 0.03% | -11.8% |
| Q2 2019 | $516,000 | +2.6% | 2,643 | +1.7% | 0.03% | -2.9% |
| Q1 2019 | $503,000 | +7.5% | 2,598 | +0.4% | 0.04% | -18.6% |
| Q4 2018 | $468,000 | -49.4% | 2,588 | -45.7% | 0.04% | -43.4% |
| Q3 2018 | $925,000 | +71.3% | 4,763 | +69.6% | 0.08% | +85.4% |
| Q2 2018 | $540,000 | +2.9% | 2,808 | -5.6% | 0.04% | -6.8% |
| Q1 2018 | $525,000 | -1.5% | 2,975 | -1.2% | 0.04% | -6.4% |
| Q4 2017 | $533,000 | -0.7% | 3,010 | -1.5% | 0.05% | -25.4% |
| Q3 2017 | $537,000 | +5.5% | 3,055 | 0.0% | 0.06% | +1.6% |
| Q2 2017 | $509,000 | +5.4% | 3,055 | 0.0% | 0.06% | +3.3% |
| Q1 2017 | $483,000 | +6.9% | 3,055 | 0.0% | 0.06% | 0.0% |
| Q4 2016 | $452,000 | +2.5% | 3,055 | 0.0% | 0.06% | -6.2% |
| Q3 2016 | $441,000 | -10.2% | 3,055 | -3.2% | 0.06% | -7.2% |
| Q2 2016 | $491,000 | +7.9% | 3,155 | -2.6% | 0.07% | -1.4% |
| Q1 2016 | $455,000 | +2.5% | 3,240 | 0.0% | 0.07% | -9.1% |
| Q4 2015 | $444,000 | -15.1% | 3,240 | -7.8% | 0.08% | -14.4% |
| Q3 2015 | $523,000 | -7.8% | 3,515 | -1.7% | 0.09% | -9.1% |
| Q2 2015 | $567,000 | -9.0% | 3,575 | -10.1% | 0.10% | -7.5% |
| Q1 2015 | $623,000 | +4.5% | 3,975 | -0.4% | 0.11% | -4.5% |
| Q4 2014 | $596,000 | +8.4% | 3,990 | -2.6% | 0.11% | +2.8% |
| Q3 2014 | $550,000 | – | 4,095 | – | 0.11% | – |
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% |