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 | $2,146,026 | -64.7% | 7,946 | -63.4% | 0.03% | -64.6% |
| Q2 2023 | $6,084,300 | -11.2% | 21,710 | -13.5% | 0.10% | -15.8% |
| Q1 2023 | $6,854,176 | +19.0% | 25,101 | +23.6% | 0.11% | +9.6% |
| Q4 2022 | $5,761,089 | +794.6% | 20,306 | +697.3% | 0.10% | +511.8% |
| Q3 2022 | $644,000 | -2.6% | 2,547 | +3.6% | 0.02% | +13.3% |
| Q2 2022 | $661,000 | +5.6% | 2,459 | +13.4% | 0.02% | +25.0% |
| Q1 2022 | $626,000 | -7.3% | 2,169 | -3.4% | 0.01% | -14.3% |
| Q4 2021 | $675,000 | -2.9% | 2,246 | -10.8% | 0.01% | 0.0% |
| Q3 2021 | $695,000 | +57.2% | 2,519 | +55.5% | 0.01% | +40.0% |
| Q2 2021 | $442,000 | -4.1% | 1,620 | -11.3% | 0.01% | -23.1% |
| Q1 2021 | $461,000 | +4.5% | 1,827 | +1.8% | 0.01% | -7.1% |
| Q4 2020 | $441,000 | +14.5% | 1,795 | +6.0% | 0.01% | 0.0% |
| Q3 2020 | $385,000 | +4.3% | 1,694 | -0.9% | 0.01% | -12.5% |
| Q2 2020 | $369,000 | -4.7% | 1,710 | -17.0% | 0.02% | -23.8% |
| Q1 2020 | $387,000 | -38.0% | 2,060 | -28.8% | 0.02% | -22.2% |
| Q4 2019 | $624,000 | -92.1% | 2,893 | -93.1% | 0.03% | -92.3% |
| Q3 2019 | $7,939,000 | -0.7% | 41,997 | +2.6% | 0.35% | -1.1% |
| Q2 2019 | $7,992,000 | +852.6% | 40,939 | +851.8% | 0.36% | +745.2% |
| Q1 2019 | $839,000 | -39.9% | 4,301 | -44.2% | 0.04% | -48.8% |
| Q4 2018 | $1,397,000 | +101.0% | 7,709 | +124.8% | 0.08% | +141.2% |
| Q3 2018 | $695,000 | -57.3% | 3,430 | -62.5% | 0.03% | -63.8% |
| Q2 2018 | $1,626,000 | +4.3% | 9,141 | +1.4% | 0.09% | 0.0% |
| Q1 2018 | $1,559,000 | -10.0% | 9,014 | -9.5% | 0.09% | -11.3% |
| Q4 2017 | $1,732,000 | +20.4% | 9,960 | +19.1% | 0.11% | +21.8% |
| Q3 2017 | $1,438,000 | +1.6% | 8,361 | -2.1% | 0.09% | -2.2% |
| Q2 2017 | $1,415,000 | +3.0% | 8,536 | -3.4% | 0.09% | -3.3% |
| Q1 2017 | $1,374,000 | +9.1% | 8,834 | +0.5% | 0.09% | -3.2% |
| Q4 2016 | $1,259,000 | -2.2% | 8,794 | +2.8% | 0.10% | -4.0% |
| Q3 2016 | $1,287,000 | +4.9% | 8,558 | +3.2% | 0.10% | +4.2% |
| Q2 2016 | $1,227,000 | +4.8% | 8,289 | -0.9% | 0.10% | -3.1% |
| Q1 2016 | $1,171,000 | -14.9% | 8,366 | -8.3% | 0.10% | -15.5% |
| Q4 2015 | $1,376,000 | +3.4% | 9,124 | -4.5% | 0.12% | -8.7% |
| Q3 2015 | $1,331,000 | -11.1% | 9,553 | +1.5% | 0.13% | -0.8% |
| Q2 2015 | $1,498,000 | +3.9% | 9,413 | +0.6% | 0.13% | -3.8% |
| Q1 2015 | $1,442,000 | +6.4% | 9,354 | -0.9% | 0.13% | +0.8% |
| Q4 2014 | $1,355,000 | +15.0% | 9,436 | +7.4% | 0.13% | +46.7% |
| Q3 2014 | $1,178,000 | +13.8% | 8,789 | +9.3% | 0.09% | -22.4% |
| Q2 2014 | $1,035,000 | +4.5% | 8,043 | -0.2% | 0.12% | -14.7% |
| Q1 2014 | $990,000 | +32.5% | 8,059 | +26.2% | 0.14% | +23.6% |
| Q4 2013 | $747,000 | +23.5% | 6,387 | +13.0% | 0.11% | +1.9% |
| Q3 2013 | $605,000 | +2.7% | 5,652 | -3.6% | 0.11% | -12.2% |
| Q2 2013 | $589,000 | – | 5,866 | – | 0.12% | – |
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% |