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 | $843,584 | +5.7% | 3,124 | +9.7% | 0.07% | +6.0% |
| Q2 2023 | $797,759 | +3.4% | 2,847 | +0.7% | 0.07% | -1.5% |
| Q1 2023 | $771,551 | +12.7% | 2,826 | +17.1% | 0.07% | +3.0% |
| Q4 2022 | $684,471 | +23.1% | 2,413 | +9.7% | 0.07% | +11.9% |
| Q3 2022 | $556,000 | -0.7% | 2,199 | +5.6% | 0.06% | +1.7% |
| Q2 2022 | $560,000 | -6.8% | 2,083 | 0.0% | 0.06% | +5.5% |
| Q1 2022 | $601,000 | -3.8% | 2,083 | +0.0% | 0.06% | 0.0% |
| Q4 2021 | $625,000 | +8.9% | 2,082 | 0.0% | 0.06% | -1.8% |
| Q3 2021 | $574,000 | +1.1% | 2,082 | +0.0% | 0.06% | -1.8% |
| Q2 2021 | $568,000 | -13.0% | 2,081 | -21.6% | 0.06% | -23.0% |
| Q4 2020 | $653,000 | +13.2% | 2,655 | -0.7% | 0.07% | -30.2% |
| Q2 2020 | $577,000 | +29.1% | 2,674 | +29.0% | 0.11% | +32.5% |
| Q4 2019 | $447,000 | +14.0% | 2,073 | 0.0% | 0.08% | +5.3% |
| Q3 2019 | $392,000 | -3.2% | 2,073 | 0.0% | 0.08% | -3.8% |
| Q2 2019 | $405,000 | +23.1% | 2,073 | +22.1% | 0.08% | +17.9% |
| Q1 2019 | $329,000 | +7.2% | 1,698 | 0.0% | 0.07% | 0.0% |
| Q4 2018 | $307,000 | +9.6% | 1,698 | +23.2% | 0.07% | +13.6% |
| Q3 2018 | $280,000 | -0.7% | 1,378 | -12.9% | 0.06% | -31.4% |
| Q2 2018 | $282,000 | -9.0% | 1,582 | -12.0% | 0.09% | +24.6% |
| Q1 2018 | $310,000 | +12.3% | 1,798 | +13.7% | 0.07% | +11.3% |
| Q4 2017 | $276,000 | +1.5% | 1,582 | 0.0% | 0.06% | -1.6% |
| Q3 2017 | $272,000 | -4.9% | 1,582 | -8.1% | 0.06% | -11.3% |
| Q2 2017 | $286,000 | -6.5% | 1,722 | -12.4% | 0.07% | -11.2% |
| Q1 2017 | $306,000 | -4.4% | 1,966 | -11.5% | 0.08% | -9.1% |
| Q4 2016 | $320,000 | -47.5% | 2,222 | -45.3% | 0.09% | -49.1% |
| Q3 2016 | $610,000 | -32.6% | 4,061 | -33.5% | 0.17% | -30.5% |
| Q2 2016 | $905,000 | -19.6% | 6,103 | -23.8% | 0.25% | -18.4% |
| Q1 2016 | $1,126,000 | -16.0% | 8,014 | -10.4% | 0.30% | -12.4% |
| Q4 2015 | $1,341,000 | +11.8% | 8,940 | +4.2% | 0.35% | +11.9% |
| Q3 2015 | $1,200,000 | -7.8% | 8,579 | +4.6% | 0.31% | -11.6% |
| Q2 2015 | $1,302,000 | +10.0% | 8,205 | +6.9% | 0.35% | +20.5% |
| Q1 2015 | $1,184,000 | +1.9% | 7,674 | -4.8% | 0.29% | -6.1% |
| Q4 2014 | $1,162,000 | +17.8% | 8,063 | +9.9% | 0.31% | +4.4% |
| Q3 2014 | $986,000 | +3.7% | 7,339 | -1.1% | 0.30% | -12.1% |
| Q2 2014 | $951,000 | -37.8% | 7,420 | -40.3% | 0.34% | -47.7% |
| Q1 2014 | $1,530,000 | +745.3% | 12,432 | +701.5% | 0.65% | +523.1% |
| Q4 2013 | $181,000 | -76.0% | 1,551 | -78.0% | 0.10% | -76.4% |
| Q3 2013 | $753,000 | +785.9% | 7,042 | +730.4% | 0.44% | +836.2% |
| Q2 2013 | $85,000 | – | 848 | – | 0.05% | – |
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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% |