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 | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $861,000 | +2.5% | 3,157 | -5.2% | 0.45% | +25.4% |
| Q1 2021 | $840,000 | +2.2% | 3,329 | -0.4% | 0.36% | -7.3% |
| Q4 2020 | $822,000 | +9.5% | 3,344 | +1.2% | 0.39% | +0.3% |
| Q3 2020 | $751,000 | +15.9% | 3,303 | +10.0% | 0.38% | +11.9% |
| Q2 2020 | $648,000 | +17.8% | 3,003 | +2.6% | 0.34% | -1.4% |
| Q1 2020 | $550,000 | -13.7% | 2,927 | -0.9% | 0.35% | +22.0% |
| Q4 2019 | $637,000 | +14.2% | 2,953 | +0.1% | 0.29% | +11.7% |
| Q3 2019 | $558,000 | -1.4% | 2,950 | +1.8% | 0.26% | -1.5% |
| Q2 2019 | $566,000 | -23.1% | 2,898 | -23.7% | 0.26% | -18.2% |
| Q1 2019 | $736,000 | +4.5% | 3,797 | -2.5% | 0.32% | -4.2% |
| Q4 2018 | $704,000 | -8.9% | 3,893 | +2.2% | 0.33% | +14.9% |
| Q3 2018 | $773,000 | +20.4% | 3,811 | +5.8% | 0.29% | +8.2% |
| Q2 2018 | $642,000 | -21.3% | 3,601 | -23.8% | 0.27% | +14.1% |
| Q1 2018 | $816,000 | +0.4% | 4,726 | +1.3% | 0.23% | -1.7% |
| Q4 2017 | $813,000 | -2.5% | 4,665 | -3.8% | 0.24% | -15.0% |
| Q3 2017 | $834,000 | +2.8% | 4,850 | -0.6% | 0.28% | -3.1% |
| Q2 2017 | $811,000 | +20.1% | 4,880 | +12.5% | 0.29% | -22.1% |
| Q1 2017 | $675,000 | -13.4% | 4,336 | -19.8% | 0.37% | -17.7% |
| Q4 2016 | $779,000 | -6.1% | 5,407 | -2.1% | 0.45% | -8.1% |
| Q3 2016 | $830,000 | +3.2% | 5,523 | +1.8% | 0.49% | -0.8% |
| Q2 2016 | $804,000 | +24.8% | 5,423 | +18.4% | 0.50% | +27.9% |
| Q1 2016 | $644,000 | +0.8% | 4,582 | +7.7% | 0.39% | -3.5% |
| Q4 2015 | $639,000 | +11.7% | 4,256 | +4.2% | 0.40% | -0.5% |
| Q3 2015 | $572,000 | -11.2% | 4,085 | +0.6% | 0.40% | +4.4% |
| Q2 2015 | $644,000 | +16.7% | 4,060 | +13.6% | 0.39% | +17.3% |
| Q1 2015 | $552,000 | +9.5% | 3,575 | +2.3% | 0.33% | +12.7% |
| Q4 2014 | $504,000 | +34.0% | 3,494 | +25.0% | 0.29% | +55.3% |
| Q3 2014 | $376,000 | +8.7% | 2,796 | +3.5% | 0.19% | +13.3% |
| Q2 2014 | $346,000 | +4.2% | 2,702 | +0.0% | 0.17% | +56.6% |
| Q1 2014 | $332,000 | +8.9% | 2,701 | +3.2% | 0.11% | 0.0% |
| Q4 2013 | $305,000 | +185.0% | 2,616 | +160.3% | 0.11% | +165.0% |
| Q3 2013 | $107,000 | +35.4% | 1,005 | +27.7% | 0.04% | +42.9% |
| Q2 2013 | $79,000 | – | 787 | – | 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% |