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 | $5,322,133 | -2.3% | 19,706 | +1.4% | 0.03% | -10.5% |
| Q2 2023 | $5,447,002 | +9.1% | 19,436 | +6.3% | 0.04% | +2.7% |
| Q1 2023 | $4,991,070 | +12.8% | 18,278 | +17.2% | 0.04% | +2.8% |
| Q4 2022 | $4,425,706 | +107.0% | 15,599 | +84.6% | 0.04% | +33.3% |
| Q3 2022 | $2,138,000 | +77.9% | 8,451 | +89.0% | 0.03% | +80.0% |
| Q2 2022 | $1,202,000 | +20.9% | 4,472 | +29.9% | 0.02% | +25.0% |
| Q1 2022 | $994,000 | +14.1% | 3,443 | +18.7% | 0.01% | +9.1% |
| Q4 2021 | $871,000 | +42.3% | 2,900 | +30.7% | 0.01% | +37.5% |
| Q3 2021 | $612,000 | +22.9% | 2,218 | +21.5% | 0.01% | +14.3% |
| Q2 2021 | $498,000 | +125.3% | 1,826 | +109.2% | 0.01% | +40.0% |
| Q1 2021 | $221,000 | -12.3% | 873 | -14.7% | 0.01% | -16.7% |
| Q4 2020 | $252,000 | +6.3% | 1,023 | -1.9% | 0.01% | 0.0% |
| Q3 2020 | $237,000 | -26.9% | 1,043 | -30.6% | 0.01% | -33.3% |
| Q2 2020 | $324,000 | +12.5% | 1,503 | -1.9% | 0.01% | -10.0% |
| Q1 2020 | $288,000 | -24.2% | 1,532 | -13.1% | 0.01% | 0.0% |
| Q4 2019 | $380,000 | +7.6% | 1,762 | -6.1% | 0.01% | -9.1% |
| Q3 2019 | $353,000 | -26.9% | 1,877 | -24.0% | 0.01% | -26.7% |
| Q2 2019 | $483,000 | +15.0% | 2,469 | +13.9% | 0.02% | +7.1% |
| Q1 2019 | $420,000 | -11.9% | 2,168 | -17.8% | 0.01% | -22.2% |
| Q4 2018 | $477,000 | -30.8% | 2,637 | -22.4% | 0.02% | -25.0% |
| Q3 2018 | $689,000 | +98.6% | 3,399 | +74.5% | 0.02% | +41.2% |
| Q2 2018 | $347,000 | -8.7% | 1,948 | -11.4% | 0.02% | 0.0% |
| Q1 2018 | $380,000 | -13.4% | 2,198 | -13.2% | 0.02% | -5.6% |
| Q4 2017 | $439,000 | +25.1% | 2,532 | +23.7% | 0.02% | +12.5% |
| Q3 2017 | $351,000 | +19.0% | 2,047 | +14.3% | 0.02% | +14.3% |
| Q2 2017 | $295,000 | +17.5% | 1,791 | +7.0% | 0.01% | +40.0% |
| Q3 2016 | $251,000 | -27.5% | 1,674 | -32.3% | 0.01% | -54.5% |
| Q1 2016 | $346,000 | -8.7% | 2,471 | -1.7% | 0.02% | -8.3% |
| Q4 2015 | $379,000 | +25.5% | 2,515 | +16.3% | 0.02% | +14.3% |
| Q3 2015 | $302,000 | -54.4% | 2,162 | -49.8% | 0.02% | -50.0% |
| Q2 2015 | $662,000 | 0.0% | 4,306 | 0.0% | 0.04% | 0.0% |
| Q1 2015 | $662,000 | +70.2% | 4,306 | +59.2% | 0.04% | +50.0% |
| Q4 2014 | $389,000 | – | 2,705 | – | 0.03% | – |
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% |