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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $292,591 | +8.0% | 1,031 | 0.0% | 0.08% | +11.8% |
| Q3 2022 | $271,000 | -4.6% | 1,031 | 0.0% | 0.07% | +19.3% |
| Q2 2022 | $284,000 | -4.7% | 1,031 | 0.0% | 0.06% | +16.3% |
| Q1 2022 | $298,000 | +4.6% | 1,031 | 0.0% | 0.05% | +8.9% |
| Q4 2021 | $285,000 | 0.0% | 1,031 | 0.0% | 0.04% | -2.2% |
| Q3 2021 | $285,000 | +1.4% | 1,031 | 0.0% | 0.05% | 0.0% |
| Q2 2021 | $281,000 | +8.1% | 1,031 | 0.0% | 0.05% | +2.2% |
| Q1 2021 | $260,000 | +2.8% | 1,031 | 0.0% | 0.04% | -6.2% |
| Q4 2020 | $253,000 | +8.1% | 1,031 | 0.0% | 0.05% | -5.9% |
| Q3 2020 | $234,000 | +5.4% | 1,031 | 0.0% | 0.05% | -10.5% |
| Q2 2020 | $222,000 | +15.0% | 1,031 | 0.0% | 0.06% | -6.6% |
| Q1 2020 | $193,000 | -13.1% | 1,031 | 0.0% | 0.06% | +3.4% |
| Q4 2019 | $222,000 | +10.4% | 1,031 | 0.0% | 0.06% | -4.8% |
| Q2 2019 | $201,000 | -2.4% | 1,031 | +1.7% | 0.06% | -46.1% |
| Q3 2018 | $206,000 | – | 1,014 | – | 0.12% | – |
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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% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 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% |