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 | $1,298,220 | -8.4% | 4,807 | -4.9% | 0.01% | -16.7% |
| Q2 2023 | $1,417,230 | +9.1% | 5,057 | +6.3% | 0.01% | 0.0% |
| Q1 2023 | $1,298,873 | +0.6% | 4,757 | +4.5% | 0.01% | 0.0% |
| Q4 2022 | $1,291,271 | +7.5% | 4,551 | -4.2% | 0.01% | -14.3% |
| Q3 2022 | $1,201,000 | +21.2% | 4,749 | +28.8% | 0.01% | +16.7% |
| Q2 2022 | $991,000 | -8.2% | 3,686 | -1.3% | 0.01% | -14.3% |
| Q1 2022 | $1,079,000 | -14.7% | 3,736 | -11.3% | 0.01% | -22.2% |
| Q4 2021 | $1,265,000 | +4.3% | 4,211 | -4.3% | 0.01% | -10.0% |
| Q3 2021 | $1,213,000 | +9.8% | 4,398 | +8.6% | 0.01% | 0.0% |
| Q2 2021 | $1,105,000 | +25.0% | 4,051 | +15.7% | 0.01% | 0.0% |
| Q1 2021 | $884,000 | +741.9% | 3,501 | +721.8% | 0.01% | +900.0% |
| Q4 2020 | $105,000 | +41.9% | 426 | +30.3% | 0.00% | 0.0% |
| Q3 2020 | $74,000 | -9.8% | 327 | -13.3% | 0.00% | 0.0% |
| Q2 2020 | $82,000 | +20.6% | 377 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $68,000 | -90.7% | 377 | -88.8% | 0.00% | -91.7% |
| Q4 2019 | $730,000 | +199.2% | 3,378 | +161.5% | 0.01% | +33.3% |
| Q3 2019 | $244,000 | -10.3% | 1,292 | -7.2% | 0.01% | -10.0% |
| Q2 2019 | $272,000 | +16.7% | 1,392 | +15.8% | 0.01% | +11.1% |
| Q1 2019 | $233,000 | +6.4% | 1,202 | 0.0% | 0.01% | -25.0% |
| Q4 2018 | $219,000 | -10.2% | 1,202 | 0.0% | 0.01% | +9.1% |
| Q3 2018 | $244,000 | +13.5% | 1,202 | 0.0% | 0.01% | -8.3% |
| Q2 2018 | $215,000 | +22.9% | 1,202 | +15.4% | 0.01% | +9.1% |
| Q1 2018 | $175,000 | -0.6% | 1,042 | +3.0% | 0.01% | 0.0% |
| Q4 2017 | $176,000 | -49.9% | 1,012 | -50.0% | 0.01% | -26.7% |
| Q3 2017 | $351,000 | +119.4% | 2,024 | +110.4% | 0.02% | -25.0% |
| Q2 2017 | $160,000 | – | 962 | – | 0.02% | – |
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% |