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 | $2,112,336 | -8.0% | 7,821 | -4.5% | 0.02% | 0.0% |
| Q2 2023 | $2,296,340 | +2.3% | 8,193 | -0.3% | 0.02% | -27.3% |
| Q1 2023 | $2,244,206 | +13.0% | 8,219 | +17.5% | 0.02% | -8.3% |
| Q4 2022 | $1,985,215 | +7.5% | 6,997 | -4.2% | 0.02% | +4.3% |
| Q3 2022 | $1,847,000 | -34.4% | 7,300 | -30.2% | 0.02% | -37.8% |
| Q2 2022 | $2,814,000 | -28.0% | 10,464 | -22.7% | 0.04% | -15.9% |
| Q1 2022 | $3,910,000 | -9.9% | 13,540 | -6.3% | 0.04% | -6.4% |
| Q4 2021 | $4,341,000 | +1.1% | 14,455 | -7.1% | 0.05% | -21.7% |
| Q3 2021 | $4,295,000 | -2.3% | 15,568 | -3.4% | 0.06% | -1.6% |
| Q2 2021 | $4,398,000 | +3.9% | 16,117 | -3.9% | 0.06% | -16.4% |
| Q1 2021 | $4,232,000 | -1.0% | 16,765 | -3.5% | 0.07% | -18.0% |
| Q4 2020 | $4,273,000 | +6.4% | 17,378 | -1.7% | 0.09% | -13.6% |
| Q3 2020 | $4,016,000 | -2.3% | 17,676 | -7.2% | 0.10% | -16.9% |
| Q2 2020 | $4,109,000 | – | 19,054 | – | 0.12% | – |
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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% |