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 | $229,324 | -28.8% | 849 | -26.1% | 0.00% | -33.3% |
| Q2 2023 | $322,046 | -5.4% | 1,149 | -7.9% | 0.00% | 0.0% |
| Q1 2023 | $340,481 | +51.8% | 1,247 | +57.6% | 0.00% | +50.0% |
| Q4 2022 | $224,300 | -7.3% | 791 | -17.4% | 0.00% | -33.3% |
| Q3 2022 | $242,000 | -16.3% | 958 | -10.7% | 0.00% | -25.0% |
| Q2 2022 | $289,000 | -2.0% | 1,073 | +5.1% | 0.00% | 0.0% |
| Q1 2022 | $295,000 | -3.3% | 1,021 | +0.5% | 0.00% | 0.0% |
| Q4 2021 | $305,000 | +8.9% | 1,016 | 0.0% | 0.00% | -20.0% |
| Q3 2021 | $280,000 | +508.7% | 1,016 | +497.6% | 0.01% | +400.0% |
| Q2 2021 | $46,000 | +1433.3% | 170 | +1600.0% | 0.00% | – |
| Q1 2021 | $3,000 | +50.0% | 10 | 0.0% | 0.00% | – |
| Q4 2020 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q3 2020 | $2,000 | 0.0% | 10 | 0.0% | 0.00% | – |
| Q2 2020 | $2,000 | -66.7% | 10 | -66.7% | 0.00% | – |
| Q1 2020 | $6,000 | -14.3% | 30 | 0.0% | 0.00% | – |
| Q4 2019 | $7,000 | +75.0% | 30 | +50.0% | 0.00% | – |
| Q3 2019 | $4,000 | -69.2% | 20 | -69.2% | 0.00% | -100.0% |
| Q2 2019 | $13,000 | 0.0% | 65 | 0.0% | 0.00% | 0.0% |
| Q1 2019 | $13,000 | -7.1% | 65 | -35.0% | 0.00% | -50.0% |
| Q1 2016 | $14,000 | – | 100 | – | 0.00% | – |
Download | ||||||
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% |