ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $349,241 | -2.8% | 1,293 | +0.9% | 0.01% | +8.3% |
| Q2 2023 | $359,326 | -6.0% | 1,282 | -8.4% | 0.01% | -14.3% |
| Q1 2023 | $382,317 | -18.7% | 1,400 | -15.5% | 0.01% | -17.6% |
| Q4 2022 | $470,132 | -3.9% | 1,657 | -14.6% | 0.02% | -15.0% |
| Q3 2022 | $489,000 | +205.6% | 1,940 | +225.5% | 0.02% | +233.3% |
| Q2 2022 | $160,000 | +102.5% | 596 | +117.5% | 0.01% | +50.0% |
| Q1 2022 | $79,000 | -56.8% | 274 | -55.3% | 0.00% | -33.3% |
| Q4 2021 | $183,000 | -34.4% | 613 | -39.4% | 0.01% | -33.3% |
| Q3 2021 | $279,000 | +1.1% | 1,012 | 0.0% | 0.01% | -40.0% |
| Q2 2021 | $276,000 | +17.9% | 1,012 | +8.8% | 0.02% | +7.1% |
| Q1 2021 | $234,000 | +148.9% | 930 | +140.3% | 0.01% | +133.3% |
| Q4 2020 | $94,000 | +8.0% | 387 | +0.3% | 0.01% | -14.3% |
| Q3 2020 | $87,000 | +3.6% | 386 | -2.0% | 0.01% | 0.0% |
| Q2 2020 | $84,000 | +64.7% | 394 | +43.8% | 0.01% | +40.0% |
| Q1 2020 | $51,000 | -13.6% | 274 | 0.0% | 0.01% | +25.0% |
| Q4 2019 | $59,000 | -15.7% | 274 | -26.7% | 0.00% | -20.0% |
| Q3 2019 | $70,000 | -4.1% | 374 | 0.0% | 0.01% | -16.7% |
| Q2 2019 | $73,000 | +1.4% | 374 | 0.0% | 0.01% | 0.0% |
| Q1 2019 | $72,000 | +46.9% | 374 | +36.5% | 0.01% | +50.0% |
| Q4 2018 | $49,000 | +40.0% | 274 | +57.5% | 0.00% | +33.3% |
| Q3 2018 | $35,000 | +12.9% | 174 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $31,000 | +287.5% | 174 | +248.0% | 0.00% | +200.0% |
| Q1 2018 | $8,000 | -11.1% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | -47.1% | 50 | -50.0% | 0.00% | -50.0% |
| Q3 2017 | $17,000 | +6.2% | 100 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $16,000 | +6.7% | 100 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $15,000 | -37.5% | 100 | -39.0% | 0.00% | -33.3% |
| Q4 2016 | $24,000 | 0.0% | 164 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $24,000 | +166.7% | 164 | +156.2% | 0.00% | +200.0% |
| Q2 2016 | $9,000 | 0.0% | 64 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $9,000 | -78.6% | 64 | -78.9% | 0.00% | -83.3% |
| Q3 2015 | $42,000 | +320.0% | 303 | +345.6% | 0.01% | +500.0% |
| Q1 2015 | $10,000 | – | 68 | – | 0.00% | – |
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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% |