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 | $750,081 | +28.0% | 2,777 | +32.9% | 0.10% | +23.8% |
| Q2 2023 | $585,828 | -4.8% | 2,090 | -8.4% | 0.08% | -15.2% |
| Q1 2023 | $615,484 | -3.7% | 2,282 | +1.2% | 0.10% | -20.8% |
| Q4 2022 | $639,349 | +9.7% | 2,254 | -2.2% | 0.12% | +1.6% |
| Q3 2022 | $583,000 | -5.4% | 2,305 | +0.6% | 0.12% | -5.4% |
| Q2 2022 | $616,000 | +12.2% | 2,292 | +21.7% | 0.13% | +28.7% |
| Q1 2022 | $549,000 | +8.9% | 1,884 | +4.7% | 0.10% | +23.2% |
| Q4 2021 | $504,000 | +111.8% | 1,800 | +110.8% | 0.08% | +90.7% |
| Q3 2021 | $238,000 | 0.0% | 854 | 0.0% | 0.04% | 0.0% |
| Q2 2021 | $238,000 | -1.7% | 854 | -13.3% | 0.04% | -14.0% |
| Q4 2020 | $242,000 | -12.0% | 985 | -30.1% | 0.05% | -58.3% |
| Q2 2019 | $275,000 | -15.4% | 1,409 | -16.0% | 0.12% | -25.9% |
| Q1 2019 | $325,000 | – | 1,677 | – | 0.16% | – |
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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% |