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 | $268,720 | -5.5% | 995 | -2.0% | 0.10% | -3.9% |
| Q2 2023 | $284,456 | +1.4% | 1,015 | -1.2% | 0.10% | +1.0% |
| Q1 2023 | $280,433 | -10.6% | 1,027 | -7.1% | 0.10% | -12.9% |
| Q4 2022 | $313,783 | -6.1% | 1,106 | -16.3% | 0.12% | -16.5% |
| Q3 2022 | $334,000 | -19.1% | 1,322 | -14.0% | 0.14% | -17.8% |
| Q2 2022 | $413,000 | -10.2% | 1,537 | -3.5% | 0.17% | +4.3% |
| Q1 2022 | $460,000 | -4.2% | 1,593 | -0.3% | 0.16% | -5.3% |
| Q4 2021 | $480,000 | +8.8% | 1,598 | +0.1% | 0.17% | -2.3% |
| Q3 2021 | $441,000 | +3.5% | 1,597 | +2.4% | 0.18% | +3.6% |
| Q2 2021 | $426,000 | +2.2% | 1,560 | -5.5% | 0.17% | -1.7% |
| Q1 2021 | $417,000 | +0.2% | 1,650 | -2.5% | 0.17% | -9.0% |
| Q4 2020 | $416,000 | +4.8% | 1,692 | -3.2% | 0.19% | -10.0% |
| Q3 2020 | $397,000 | +2.1% | 1,748 | -3.1% | 0.21% | -5.0% |
| Q2 2020 | $389,000 | +12.8% | 1,803 | -1.7% | 0.22% | -15.0% |
| Q1 2020 | $345,000 | -13.3% | 1,835 | -0.6% | 0.26% | +14.0% |
| Q4 2019 | $398,000 | +9.9% | 1,846 | -3.7% | 0.23% | +4.6% |
| Q3 2019 | $362,000 | -4.5% | 1,917 | -1.3% | 0.22% | -13.8% |
| Q2 2019 | $379,000 | -4.8% | 1,942 | -5.5% | 0.25% | -12.5% |
| Q1 2019 | $398,000 | +4.7% | 2,055 | -2.2% | 0.29% | -14.2% |
| Q4 2018 | $380,000 | -15.4% | 2,102 | -5.1% | 0.34% | -6.4% |
| Q3 2018 | $449,000 | +8.2% | 2,215 | -4.9% | 0.36% | +2.6% |
| Q2 2018 | $415,000 | -0.5% | 2,329 | -3.6% | 0.35% | -4.1% |
| Q1 2018 | $417,000 | -4.6% | 2,415 | -3.7% | 0.37% | +1.1% |
| Q4 2017 | $437,000 | -0.5% | 2,509 | -1.9% | 0.36% | -6.9% |
| Q3 2017 | $439,000 | +3.5% | 2,557 | +0.2% | 0.39% | +1.8% |
| Q2 2017 | $424,000 | +6.3% | 2,553 | -0.4% | 0.38% | +4.7% |
| Q1 2017 | $399,000 | +7.0% | 2,563 | -1.0% | 0.36% | +6.1% |
| Q4 2016 | $373,000 | -5.6% | 2,588 | -1.5% | 0.34% | -9.5% |
| Q3 2016 | $395,000 | -0.5% | 2,628 | -1.9% | 0.38% | -2.1% |
| Q2 2016 | $397,000 | -7.0% | 2,678 | -11.8% | 0.39% | -5.6% |
| Q1 2016 | $427,000 | -7.0% | 3,037 | -0.7% | 0.41% | -9.3% |
| Q4 2015 | $459,000 | +8.0% | 3,058 | +0.6% | 0.45% | -0.2% |
| Q3 2015 | $425,000 | -13.4% | 3,039 | -1.8% | 0.45% | -8.3% |
| Q2 2015 | $491,000 | +0.2% | 3,094 | -2.6% | 0.50% | +1.6% |
| Q1 2015 | $490,000 | -2.8% | 3,178 | -9.1% | 0.49% | -3.8% |
| Q4 2014 | $504,000 | – | 3,496 | – | 0.51% | – |
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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% |