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 | $556,344 | -3.6% | 2,060 | 0.0% | 0.03% | -3.2% |
| Q2 2023 | $577,320 | +2.6% | 2,060 | 0.0% | 0.03% | 0.0% |
| Q1 2023 | $562,504 | -24.6% | 2,060 | -21.6% | 0.03% | -27.9% |
| Q4 2022 | $745,590 | -39.0% | 2,628 | -45.6% | 0.04% | -51.7% |
| Q3 2022 | $1,222,000 | -5.9% | 4,829 | 0.0% | 0.09% | -1.1% |
| Q2 2022 | $1,299,000 | -6.8% | 4,829 | +0.0% | 0.09% | +16.9% |
| Q1 2022 | $1,394,000 | -3.1% | 4,828 | +0.8% | 0.08% | -2.5% |
| Q4 2021 | $1,438,000 | -99.9% | 4,788 | +2.6% | 0.08% | 0.0% |
| Q3 2021 | $1,287,167,000 | +2.3% | 4,665 | +1.2% | 0.08% | +2.6% |
| Q2 2021 | $1,257,839,000 | +8.1% | 4,610 | 0.0% | 0.08% | +10.0% |
| Q1 2021 | $1,163,748,000 | +161307.5% | 4,610 | +57.3% | 0.07% | +55.6% |
| Q4 2020 | $721,000 | -99.9% | 2,930 | 0.0% | 0.04% | -47.7% |
| Q3 2020 | $665,696,000 | +5.3% | 2,930 | -99.6% | 0.09% | -2.3% |
| Q2 2020 | $632,456,000 | +14.9% | 702,547 | +23877.7% | 0.09% | -11.1% |
| Q1 2020 | $550,254,000 | +6453.0% | 2,930 | +6714.0% | 0.10% | +9800.0% |
| Q2 2019 | $8,397,000 | -94.9% | 43 | -94.9% | 0.00% | -96.3% |
| Q1 2019 | $163,357,000 | +79977.0% | 843 | -25.6% | 0.03% | -32.5% |
| Q4 2018 | $204,000 | +7.9% | 1,133 | +21.4% | 0.04% | +8.1% |
| Q3 2018 | $189,000 | – | 933 | – | 0.04% | – |
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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% |