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 | $2,208,269 | +9.7% | 8,177 | +13.8% | 0.00% | 0.0% |
| Q2 2023 | $2,013,796 | +16.5% | 7,186 | +13.5% | 0.00% | +50.0% |
| Q1 2023 | $1,728,114 | -12.1% | 6,329 | -8.7% | 0.00% | -33.3% |
| Q4 2022 | $1,966,887 | +11.1% | 6,933 | -0.9% | 0.00% | 0.0% |
| Q3 2022 | $1,770,000 | -6.4% | 6,997 | -0.5% | 0.00% | 0.0% |
| Q2 2022 | $1,892,000 | -2.0% | 7,035 | +5.2% | 0.00% | 0.0% |
| Q1 2022 | $1,931,000 | -3.8% | 6,687 | +0.0% | 0.00% | 0.0% |
| Q4 2021 | $2,008,000 | -0.1% | 6,685 | -8.3% | 0.00% | -25.0% |
| Q3 2021 | $2,011,000 | -3.0% | 7,288 | -4.1% | 0.00% | 0.0% |
| Q2 2021 | $2,073,000 | +31.9% | 7,600 | +22.0% | 0.00% | +33.3% |
| Q1 2021 | $1,572,000 | +11.4% | 6,227 | +8.5% | 0.00% | 0.0% |
| Q4 2020 | $1,411,000 | +12.2% | 5,739 | +3.6% | 0.00% | 0.0% |
| Q3 2020 | $1,258,000 | +1.5% | 5,537 | -3.7% | 0.00% | -25.0% |
| Q2 2020 | $1,240,000 | +17.1% | 5,750 | +2.0% | 0.00% | 0.0% |
| Q1 2020 | $1,059,000 | -1.6% | 5,637 | +13.0% | 0.00% | +33.3% |
| Q4 2019 | $1,076,000 | +16.7% | 4,987 | +2.3% | 0.00% | 0.0% |
| Q3 2019 | $922,000 | -3.2% | 4,876 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $952,000 | -4.5% | 4,876 | -5.3% | 0.00% | -25.0% |
| Q1 2019 | $997,000 | +17.8% | 5,147 | +10.0% | 0.00% | +33.3% |
| Q4 2018 | $846,000 | -11.6% | 4,680 | -0.8% | 0.00% | -25.0% |
| Q3 2018 | $957,000 | +13.5% | 4,717 | -0.3% | 0.00% | +33.3% |
| Q2 2018 | $843,000 | +2.6% | 4,732 | -0.7% | 0.00% | 0.0% |
| Q1 2018 | $822,000 | -7.8% | 4,764 | -6.9% | 0.00% | -25.0% |
| Q4 2017 | $892,000 | +3.2% | 5,119 | +1.9% | 0.00% | 0.0% |
| Q3 2017 | $864,000 | +9.4% | 5,026 | +5.7% | 0.00% | 0.0% |
| Q2 2017 | $790,000 | +5.6% | 4,753 | -1.0% | 0.00% | 0.0% |
| Q1 2017 | $748,000 | +23.0% | 4,803 | +13.8% | 0.00% | 0.0% |
| Q4 2016 | $608,000 | -24.3% | 4,219 | -21.1% | 0.00% | -20.0% |
| Q3 2016 | $803,000 | +7.9% | 5,349 | +6.6% | 0.01% | 0.0% |
| Q2 2016 | $744,000 | +5.5% | 5,019 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $705,000 | -12.9% | 5,019 | -7.0% | 0.01% | -28.6% |
| Q4 2015 | $809,000 | -0.2% | 5,396 | -6.9% | 0.01% | 0.0% |
| Q3 2015 | $811,000 | +12.5% | 5,796 | +24.0% | 0.01% | 0.0% |
| Q1 2015 | $721,000 | +0.8% | 4,674 | -5.8% | 0.01% | 0.0% |
| Q4 2014 | $715,000 | -4.9% | 4,963 | -11.3% | 0.01% | -22.2% |
| Q3 2014 | $752,000 | +36.7% | 5,596 | +30.4% | 0.01% | +28.6% |
| Q2 2014 | $550,000 | +2.2% | 4,292 | -1.8% | 0.01% | -12.5% |
| Q1 2014 | $538,000 | +29.0% | 4,369 | +22.2% | 0.01% | +14.3% |
| Q4 2013 | $417,000 | +38.5% | 3,576 | +26.9% | 0.01% | +16.7% |
| Q3 2013 | $301,000 | +25.4% | 2,819 | +17.5% | 0.01% | 0.0% |
| Q2 2013 | $240,000 | – | 2,399 | – | 0.01% | – |
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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% |