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 | $1,486,160 | -2.4% | 5,502 | +1.3% | 0.06% | -1.7% |
| Q2 2023 | $1,522,588 | -83.7% | 5,432 | -84.1% | 0.06% | -84.9% |
| Q1 2023 | $9,332,638 | +0.6% | 34,176 | +4.5% | 0.38% | -17.4% |
| Q4 2022 | $9,281,473 | +13.3% | 32,714 | +1.0% | 0.46% | +8.9% |
| Q3 2022 | $8,192,000 | +181.5% | 32,380 | +199.2% | 0.43% | +188.5% |
| Q2 2022 | $2,910,000 | +140.1% | 10,821 | +157.8% | 0.15% | +190.2% |
| Q1 2022 | $1,212,000 | +19.8% | 4,197 | +24.5% | 0.05% | +15.9% |
| Q4 2021 | $1,012,000 | +1.1% | 3,370 | -7.1% | 0.04% | -12.0% |
| Q3 2021 | $1,001,000 | +10.2% | 3,626 | +9.1% | 0.05% | +8.7% |
| Q2 2021 | $908,000 | -35.3% | 3,323 | -40.3% | 0.05% | -44.6% |
| Q1 2021 | $1,404,000 | -65.3% | 5,563 | -66.2% | 0.08% | -70.3% |
| Q4 2020 | $4,048,000 | +608.9% | 16,462 | +555.9% | 0.28% | +28.0% |
| Q3 2020 | $571,000 | -83.8% | 2,510 | -84.6% | 0.22% | -30.1% |
| Q2 2020 | $3,525,000 | +690.4% | 16,349 | +587.8% | 0.31% | +563.8% |
| Q1 2020 | $446,000 | -87.1% | 2,377 | -85.1% | 0.05% | -82.3% |
| Q4 2019 | $3,451,000 | +382.0% | 15,999 | +322.5% | 0.27% | +259.5% |
| Q3 2019 | $716,000 | -10.7% | 3,787 | -7.4% | 0.07% | -17.8% |
| Q2 2019 | $802,000 | -75.0% | 4,089 | -77.0% | 0.09% | -86.1% |
| Q4 2018 | $3,206,000 | +365.3% | 17,742 | +387.3% | 0.65% | +405.5% |
| Q3 2018 | $689,000 | -25.2% | 3,641 | -28.8% | 0.13% | +2.4% |
| Q2 2018 | $921,000 | +9.9% | 5,117 | +5.8% | 0.12% | +6.8% |
| Q1 2018 | $838,000 | +35.2% | 4,838 | +38.7% | 0.12% | +23.2% |
| Q4 2017 | $620,000 | -22.4% | 3,489 | -24.2% | 0.10% | -22.1% |
| Q3 2017 | $799,000 | -1.5% | 4,604 | -5.9% | 0.12% | -6.2% |
| Q2 2017 | $811,000 | +8.0% | 4,895 | +1.2% | 0.13% | -3.7% |
| Q1 2017 | $751,000 | +20.9% | 4,835 | +14.7% | 0.14% | +10.7% |
| Q4 2016 | $621,000 | -31.5% | 4,215 | -30.1% | 0.12% | -33.0% |
| Q3 2016 | $906,000 | +46.6% | 6,029 | +44.6% | 0.18% | +42.2% |
| Q2 2016 | $618,000 | +186.1% | 4,170 | +170.8% | 0.13% | +166.7% |
| Q1 2016 | $216,000 | -95.2% | 1,540 | -94.5% | 0.05% | -95.5% |
| Q2 2015 | $4,479,000 | +1677.4% | 28,220 | +1628.1% | 1.07% | +1803.6% |
| Q1 2015 | $252,000 | +9.6% | 1,633 | +2.1% | 0.06% | -1.8% |
| Q4 2014 | $230,000 | -98.7% | 1,599 | -98.8% | 0.06% | -98.8% |
| Q3 2014 | $17,951,000 | +14.2% | 133,613 | +9.0% | 4.84% | +13.8% |
| Q2 2014 | $15,721,000 | -25.7% | 122,622 | -28.7% | 4.25% | -36.4% |
| Q1 2014 | $21,163,000 | +77.9% | 172,012 | +68.4% | 6.68% | +67.1% |
| Q4 2013 | $11,896,000 | +23.1% | 102,124 | +14.5% | 4.00% | +9.1% |
| Q3 2013 | $9,666,000 | – | 89,165 | – | 3.67% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |