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 | $482,507 | -7.3% | 1,786 | -3.8% | 0.01% | -16.7% |
| Q2 2023 | $520,293 | -19.4% | 1,856 | -21.5% | 0.01% | -29.4% |
| Q1 2023 | $645,277 | -15.0% | 2,363 | -11.7% | 0.02% | -10.5% |
| Q4 2022 | $759,001 | +13.8% | 2,675 | +1.5% | 0.02% | 0.0% |
| Q3 2022 | $667,000 | -17.9% | 2,636 | -12.7% | 0.02% | -5.0% |
| Q2 2022 | $812,000 | +8.7% | 3,019 | +16.8% | 0.02% | +17.6% |
| Q1 2022 | $747,000 | +1.8% | 2,584 | +5.7% | 0.02% | +6.2% |
| Q4 2021 | $734,000 | +19.3% | 2,444 | +9.7% | 0.02% | 0.0% |
| Q3 2021 | $615,000 | +2.7% | 2,228 | +1.5% | 0.02% | +6.7% |
| Q2 2021 | $599,000 | +6.6% | 2,195 | -1.4% | 0.02% | -6.2% |
| Q1 2021 | $562,000 | +24.1% | 2,226 | +20.9% | 0.02% | +23.1% |
| Q4 2020 | $453,000 | -38.4% | 1,841 | -43.1% | 0.01% | -45.8% |
| Q3 2020 | $735,000 | +5.2% | 3,236 | -0.2% | 0.02% | -4.0% |
| Q2 2020 | $699,000 | +10.1% | 3,242 | -4.1% | 0.02% | -13.8% |
| Q1 2020 | $635,000 | -21.5% | 3,382 | -9.9% | 0.03% | -9.4% |
| Q4 2019 | $809,000 | +6.2% | 3,752 | -6.9% | 0.03% | -3.0% |
| Q3 2019 | $762,000 | -3.9% | 4,031 | -0.7% | 0.03% | -2.9% |
| Q2 2019 | $793,000 | -11.2% | 4,061 | -11.9% | 0.03% | -15.0% |
| Q1 2019 | $893,000 | +1.0% | 4,609 | -5.8% | 0.04% | -13.0% |
| Q4 2018 | $884,000 | -42.1% | 4,891 | -35.0% | 0.05% | -32.4% |
| Q3 2018 | $1,526,000 | +54.5% | 7,523 | +35.7% | 0.07% | +54.5% |
| Q2 2018 | $988,000 | +2.8% | 5,542 | -0.5% | 0.04% | +10.0% |
| Q1 2018 | $961,000 | -5.4% | 5,568 | -4.5% | 0.04% | -13.0% |
| Q4 2017 | $1,016,000 | -12.6% | 5,831 | -13.8% | 0.05% | -16.4% |
| Q3 2017 | $1,163,000 | +65.7% | 6,768 | +60.2% | 0.06% | +52.8% |
| Q2 2017 | $702,000 | -38.4% | 4,224 | -42.3% | 0.04% | -43.8% |
| Q1 2017 | $1,139,000 | +119.0% | 7,317 | +102.7% | 0.06% | +100.0% |
| Q4 2016 | $520,000 | +3.8% | 3,610 | +8.2% | 0.03% | -5.9% |
| Q3 2016 | $501,000 | +10.1% | 3,337 | +8.8% | 0.03% | 0.0% |
| Q2 2016 | $455,000 | +31.1% | 3,068 | +24.5% | 0.03% | +13.3% |
| Q1 2016 | $347,000 | +5.2% | 2,465 | +12.0% | 0.03% | +7.1% |
| Q4 2015 | $330,000 | +2.8% | 2,200 | -4.1% | 0.03% | -30.0% |
| Q3 2015 | $321,000 | -46.5% | 2,294 | -39.3% | 0.04% | -48.1% |
| Q2 2015 | $600,000 | +4.3% | 3,778 | +1.4% | 0.08% | +13.2% |
| Q1 2015 | $575,000 | +108.3% | 3,727 | +94.9% | 0.07% | +36.0% |
| Q4 2014 | $276,000 | – | 1,912 | – | 0.05% | – |
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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% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 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% |