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 2023 | $280,813 | +2.6% | 1,002 | 0.0% | 0.05% | -11.5% |
| Q1 2023 | $273,607 | -3.8% | 1,002 | 0.0% | 0.05% | -10.3% |
| Q4 2022 | $284,277 | +11.9% | 1,002 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $254,000 | -5.6% | 1,002 | 0.0% | 0.06% | -1.7% |
| Q2 2022 | $269,000 | -6.9% | 1,002 | 0.0% | 0.06% | +7.3% |
| Q1 2022 | $289,000 | -4.0% | 1,002 | 0.0% | 0.06% | -6.8% |
| Q4 2021 | $301,000 | +9.1% | 1,002 | 0.0% | 0.06% | -4.8% |
| Q3 2021 | $276,000 | +1.1% | 1,002 | 0.0% | 0.06% | -1.6% |
| Q2 2021 | $273,000 | +7.9% | 1,002 | 0.0% | 0.06% | -3.1% |
| Q1 2021 | $253,000 | +2.8% | 1,002 | 0.0% | 0.06% | -7.1% |
| Q4 2020 | $246,000 | +7.9% | 1,002 | 0.0% | 0.07% | -4.1% |
| Q3 2020 | $228,000 | +5.6% | 1,002 | 0.0% | 0.07% | -5.2% |
| Q2 2020 | $216,000 | 0.0% | 1,002 | 0.0% | 0.08% | +1.3% |
| Q1 2020 | $216,000 | 0.0% | 1,002 | 0.0% | 0.08% | 0.0% |
| Q4 2019 | $216,000 | +14.3% | 1,002 | 0.0% | 0.08% | +5.6% |
| Q3 2019 | $189,000 | -3.6% | 1,002 | 0.0% | 0.07% | -4.0% |
| Q2 2019 | $196,000 | +1.0% | 1,002 | 0.0% | 0.08% | -6.2% |
| Q1 2019 | $194,000 | +7.2% | 1,002 | 0.0% | 0.08% | -4.8% |
| Q4 2018 | $181,000 | -10.8% | 1,002 | 0.0% | 0.08% | 0.0% |
| Q3 2018 | $203,000 | +13.4% | 1,002 | 0.0% | 0.08% | +6.3% |
| Q2 2018 | $179,000 | +3.5% | 1,002 | 0.0% | 0.08% | +11.3% |
| Q1 2018 | $173,000 | -1.1% | 1,002 | 0.0% | 0.07% | +2.9% |
| Q4 2017 | $175,000 | +1.7% | 1,002 | 0.0% | 0.07% | -4.2% |
| Q3 2017 | $172,000 | +3.0% | 1,002 | 0.0% | 0.07% | -6.5% |
| Q2 2017 | $167,000 | +7.1% | 1,002 | 0.0% | 0.08% | +5.5% |
| Q1 2017 | $156,000 | +8.3% | 1,002 | 0.0% | 0.07% | +2.8% |
| Q4 2016 | $144,000 | -4.6% | 1,002 | 0.0% | 0.07% | -4.1% |
| Q3 2016 | $151,000 | +1.3% | 1,002 | 0.0% | 0.07% | -2.6% |
| Q2 2016 | $149,000 | +5.7% | 1,002 | 0.0% | 0.08% | -3.8% |
| Q1 2016 | $141,000 | -6.0% | 1,002 | 0.0% | 0.08% | -4.8% |
| Q4 2015 | $150,000 | +7.1% | 1,002 | 0.0% | 0.08% | -1.2% |
| Q3 2015 | $140,000 | -11.9% | 1,002 | 0.0% | 0.08% | -11.6% |
| Q2 2015 | $159,000 | -3.6% | 1,002 | -6.2% | 0.10% | -9.5% |
| Q1 2015 | $165,000 | +14.6% | 1,068 | +6.6% | 0.10% | +11.7% |
| Q4 2014 | $144,000 | +6.7% | 1,002 | 0.0% | 0.09% | +4.4% |
| Q3 2014 | $135,000 | +5.5% | 1,002 | 0.0% | 0.09% | -3.2% |
| Q2 2014 | $128,000 | +4.1% | 1,002 | 0.0% | 0.09% | +1.1% |
| Q1 2014 | $123,000 | -47.4% | 1,002 | -50.0% | 0.09% | +4.5% |
| Q4 2013 | $234,000 | +118.7% | 2,004 | +100.0% | 0.09% | +2.3% |
| Q3 2013 | $107,000 | +7.0% | 1,002 | 0.0% | 0.09% | 0.0% |
| Q2 2013 | $100,000 | – | 1,002 | – | 0.09% | – |
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% |