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 | $295 | -3.3% | 1,091 | 0.0% | 0.22% | -0.9% |
| Q2 2023 | $305 | +2.3% | 1,091 | 0.0% | 0.22% | -2.6% |
| Q1 2023 | $298 | -3.6% | 1,091 | 0.0% | 0.23% | -10.5% |
| Q4 2022 | $309 | -99.9% | 1,091 | 0.0% | 0.26% | +7.9% |
| Q3 2022 | $276,000 | -5.8% | 1,091 | 0.0% | 0.24% | +0.4% |
| Q2 2022 | $293,000 | -7.0% | 1,091 | 0.0% | 0.24% | +5.3% |
| Q1 2022 | $315,000 | -4.3% | 1,091 | 0.0% | 0.23% | +2.3% |
| Q4 2021 | $329,000 | +9.3% | 1,091 | 0.0% | 0.22% | +3.8% |
| Q3 2021 | $301,000 | +1.3% | 1,091 | 0.0% | 0.21% | +6.5% |
| Q2 2021 | $297,000 | +8.0% | 1,091 | 0.0% | 0.20% | +2.0% |
| Q1 2021 | $275,000 | +3.0% | 1,091 | 0.0% | 0.20% | +1.0% |
| Q4 2020 | $267,000 | +7.7% | 1,091 | 0.0% | 0.19% | -5.4% |
| Q3 2020 | $248,000 | +6.4% | 1,091 | 0.0% | 0.20% | +1.0% |
| Q2 2020 | $233,000 | +14.2% | 1,091 | 0.0% | 0.20% | +7.4% |
| Q1 2020 | $204,000 | -13.2% | 1,091 | 0.0% | 0.19% | +12.5% |
| Q4 2019 | $235,000 | +14.1% | 1,091 | 0.0% | 0.17% | +9.1% |
| Q3 2019 | $206,000 | -3.3% | 1,091 | 0.0% | 0.15% | -2.5% |
| Q2 2019 | $213,000 | +0.9% | 1,091 | 0.0% | 0.16% | 0.0% |
| Q1 2019 | $211,000 | +7.1% | 1,091 | 0.0% | 0.16% | -4.2% |
| Q4 2018 | $197,000 | -10.9% | 1,091 | 0.0% | 0.16% | +3.8% |
| Q3 2018 | $221,000 | – | 1,091 | – | 0.16% | – |
Download | ||||||
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% |