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 | $537,056 | -3.2% | 1,989 | +0.5% | 0.06% | -8.2% |
| Q2 2023 | $554,900 | -38.6% | 1,980 | -40.2% | 0.06% | -36.5% |
| Q1 2023 | $904,375 | +0.1% | 3,312 | +4.0% | 0.10% | -6.8% |
| Q4 2022 | $903,616 | +7.8% | 3,185 | -3.8% | 0.10% | +6.2% |
| Q3 2022 | $838,000 | -5.9% | 3,312 | 0.0% | 0.10% | +4.3% |
| Q2 2022 | $891,000 | -12.1% | 3,312 | -5.7% | 0.09% | +2.2% |
| Q1 2022 | $1,014,000 | -12.3% | 3,512 | -8.7% | 0.09% | +4.6% |
| Q4 2021 | $1,156,000 | +9.0% | 3,847 | +5.6% | 0.09% | 0.0% |
| Q3 2021 | $1,061,000 | +1.0% | 3,644 | -5.3% | 0.09% | -1.1% |
| Q2 2021 | $1,050,000 | +8.1% | 3,847 | 0.0% | 0.09% | 0.0% |
| Q1 2021 | $971,000 | +2.6% | 3,847 | 0.0% | 0.09% | -5.4% |
| Q4 2020 | $946,000 | +8.2% | 3,847 | 0.0% | 0.09% | -4.1% |
| Q3 2020 | $874,000 | +5.3% | 3,847 | -0.1% | 0.10% | -1.0% |
| Q2 2020 | $830,000 | +10.5% | 3,849 | -3.7% | 0.10% | -6.7% |
| Q1 2020 | $751,000 | -53.3% | 3,997 | -46.4% | 0.10% | +23.5% |
| Q4 2019 | $1,608,000 | +158.1% | 7,456 | +126.1% | 0.08% | 0.0% |
| Q3 2019 | $623,000 | – | 3,298 | – | 0.08% | – |
Download | ||||||
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% |