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 | $953,289 | -2.7% | 3,530 | +1.0% | 0.70% | +0.6% |
| Q2 2023 | $979,697 | -1.1% | 3,496 | -3.6% | 0.70% | -9.2% |
| Q1 2023 | $990,133 | -2.9% | 3,626 | +0.9% | 0.76% | -12.1% |
| Q4 2022 | $1,019,443 | +17.3% | 3,593 | +4.6% | 0.87% | +12.1% |
| Q3 2022 | $869,000 | -6.0% | 3,436 | 0.0% | 0.78% | +4.0% |
| Q2 2022 | $924,000 | -6.8% | 3,436 | +0.2% | 0.75% | +18.2% |
| Q1 2022 | $991,000 | +6.7% | 3,430 | +10.9% | 0.63% | +32.3% |
| Q4 2021 | $929,000 | +21.9% | 3,093 | +12.0% | 0.48% | +16.6% |
| Q3 2021 | $762,000 | +4.2% | 2,762 | +3.1% | 0.41% | +4.9% |
| Q2 2021 | $731,000 | +14.4% | 2,679 | +5.9% | 0.39% | +1.8% |
| Q1 2021 | $639,000 | +8.5% | 2,530 | +5.6% | 0.38% | +4.1% |
| Q4 2020 | $589,000 | +9.3% | 2,395 | +0.9% | 0.37% | -8.2% |
| Q3 2020 | $539,000 | +10.2% | 2,373 | +4.8% | 0.40% | -2.7% |
| Q2 2020 | $489,000 | -99.9% | 2,265 | +2.0% | 0.41% | -1.9% |
| Q1 2020 | $417,159,000 | +87538.4% | 2,221 | +0.7% | 0.42% | +15.7% |
| Q4 2019 | $476,000 | +18.4% | 2,206 | +3.7% | 0.36% | +9.3% |
| Q3 2019 | $402,000 | +2.0% | 2,127 | +5.5% | 0.33% | +2.2% |
| Q2 2019 | $394,000 | +10.1% | 2,017 | +9.2% | 0.32% | +4.8% |
| Q1 2019 | $358,000 | +18.5% | 1,847 | +10.6% | 0.31% | +3.0% |
| Q4 2018 | $302,000 | -8.2% | 1,670 | +3.1% | 0.30% | +10.3% |
| Q3 2018 | $329,000 | +17.9% | 1,620 | +3.5% | 0.27% | +11.4% |
| Q2 2018 | $279,000 | +24.6% | 1,565 | +20.7% | 0.24% | +17.2% |
| Q1 2018 | $224,000 | -0.9% | 1,297 | 0.0% | 0.21% | -5.4% |
| Q4 2017 | $226,000 | – | 1,297 | – | 0.22% | – |
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% |