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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $771,814 | +2.6% | 2,754 | 0.0% | 0.13% | -8.5% |
| Q1 2023 | $752,008 | -3.8% | 2,754 | 0.0% | 0.14% | -13.0% |
| Q4 2022 | $781,337 | +9.3% | 2,754 | -2.6% | 0.16% | +13.3% |
| Q3 2022 | $715,000 | +5.1% | 2,827 | +11.9% | 0.14% | +11.7% |
| Q2 2022 | $680,000 | -6.8% | 2,527 | 0.0% | 0.13% | +9.4% |
| Q1 2022 | $730,000 | -3.8% | 2,527 | 0.0% | 0.12% | +5.4% |
| Q4 2021 | $759,000 | +8.9% | 2,527 | 0.0% | 0.11% | +2.8% |
| Q3 2021 | $697,000 | +1.5% | 2,527 | -0.0% | 0.11% | -0.9% |
| Q2 2021 | $687,000 | +2.7% | 2,528 | -4.7% | 0.11% | -11.4% |
| Q1 2021 | $669,000 | +2.6% | 2,652 | 0.0% | 0.12% | -8.9% |
| Q4 2020 | $652,000 | +15.0% | 2,652 | +0.8% | 0.14% | -8.2% |
| Q2 2020 | $567,000 | +12.1% | 2,630 | -2.4% | 0.15% | -7.0% |
| Q1 2020 | $506,000 | +1.4% | 2,696 | +2.2% | 0.16% | -11.2% |
| Q4 2019 | $499,000 | 0.0% | 2,638 | 0.0% | 0.18% | 0.0% |
| Q3 2019 | $499,000 | -3.1% | 2,638 | 0.0% | 0.18% | -9.2% |
| Q2 2019 | $515,000 | +19.2% | 2,638 | +12.7% | 0.20% | +12.6% |
| Q1 2019 | $432,000 | -5.1% | 2,340 | -5.6% | 0.17% | -24.7% |
| Q4 2018 | $455,000 | -1.1% | 2,480 | +9.4% | 0.23% | +8.5% |
| Q3 2018 | $460,000 | +10.8% | 2,267 | +1.9% | 0.21% | -8.2% |
| Q2 2018 | $415,000 | +17.9% | 2,224 | +7.1% | 0.23% | +23.4% |
| Q1 2018 | $352,000 | -3.3% | 2,076 | +4.7% | 0.19% | +2.7% |
| Q4 2017 | $364,000 | +20.1% | 1,983 | +11.8% | 0.18% | +18.8% |
| Q3 2017 | $303,000 | +27.3% | 1,773 | +24.4% | 0.15% | +37.5% |
| Q2 2017 | $238,000 | +16.1% | 1,425 | +8.7% | 0.11% | -11.1% |
| Q1 2017 | $205,000 | – | 1,311 | – | 0.13% | – |
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% |