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 | $454,685 | -0.1% | 1,684 | +3.6% | 0.05% | +6.1% |
| Q2 2023 | $455,293 | +1.4% | 1,625 | -1.2% | 0.05% | +11.4% |
| Q1 2023 | $449,002 | -5.2% | 1,644 | -1.5% | 0.04% | -4.3% |
| Q4 2022 | $473,542 | +12.7% | 1,669 | +0.4% | 0.05% | -8.0% |
| Q3 2022 | $420,000 | -5.0% | 1,662 | +1.0% | 0.05% | +13.6% |
| Q2 2022 | $442,000 | -99.9% | 1,645 | +0.2% | 0.04% | +12.8% |
| Q1 2022 | $474,231,000 | +8.0% | 1,642 | +12.3% | 0.04% | +11.4% |
| Q4 2021 | $439,201,000 | +20.2% | 1,462 | +10.4% | 0.04% | +9.4% |
| Q3 2021 | $365,385,000 | +104295.7% | 1,324 | +3.1% | 0.03% | -27.3% |
| Q2 2021 | $350,000 | -2.8% | 1,284 | -10.0% | 0.04% | +15.8% |
| Q1 2021 | $360,000 | +25.0% | 1,427 | +21.9% | 0.04% | +5.6% |
| Q4 2020 | $288,000 | +23.1% | 1,171 | +17.9% | 0.04% | +16.1% |
| Q3 2020 | $234,000 | +9.3% | 993 | -0.1% | 0.03% | -11.4% |
| Q2 2020 | $214,000 | -3.6% | 994 | -9.2% | 0.04% | +9.4% |
| Q3 2018 | $222,000 | -44.1% | 1,095 | -51.9% | 0.03% | -67.7% |
| Q4 2017 | $397,000 | -16.2% | 2,278 | -17.4% | 0.10% | -36.5% |
| Q3 2017 | $474,000 | +25.4% | 2,757 | +21.1% | 0.16% | +13.0% |
| Q2 2017 | $378,000 | +8.6% | 2,276 | +1.9% | 0.14% | +1.5% |
| Q1 2017 | $348,000 | +6.4% | 2,233 | -1.5% | 0.14% | -16.0% |
| Q4 2016 | $327,000 | -87.7% | 2,266 | -95.4% | 0.16% | -87.8% |
| Q3 2016 | $2,662,000 | +787.3% | 48,874 | +2314.7% | 1.32% | +706.7% |
| Q2 2016 | $300,000 | +48.5% | 2,024 | +40.8% | 0.16% | +26.2% |
| Q1 2016 | $202,000 | -7.3% | 1,438 | -1.2% | 0.13% | -14.5% |
| Q4 2015 | $218,000 | – | 1,455 | – | 0.15% | – |
Download | ||||||
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% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 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% |