ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 323 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.24 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $261 | -99.9% | 918 | +3.0% | 0.03% | +8.3% |
| Q3 2022 | $226,000 | -2.6% | 891 | +3.5% | 0.02% | 0.0% |
| Q2 2022 | $232,000 | -11.8% | 861 | -5.5% | 0.02% | +9.1% |
| Q1 2022 | $263,000 | -4.4% | 911 | -0.3% | 0.02% | +4.8% |
| Q4 2021 | $275,000 | +9.1% | 914 | 0.0% | 0.02% | -54.3% |
| Q3 2021 | $252,000 | +1.2% | 914 | 0.0% | 0.05% | +43.8% |
| Q2 2021 | $249,000 | +6.0% | 914 | -1.6% | 0.03% | -11.1% |
| Q1 2021 | $235,000 | +7.8% | 929 | +5.0% | 0.04% | +12.5% |
| Q4 2020 | $218,000 | +8.5% | 885 | 0.0% | 0.03% | -3.0% |
| Q3 2020 | $201,000 | -19.3% | 885 | -23.4% | 0.03% | -28.3% |
| Q2 2020 | $249,000 | +14.7% | 1,155 | 0.0% | 0.05% | -8.0% |
| Q1 2020 | $217,000 | -38.2% | 1,155 | -28.9% | 0.05% | -15.3% |
| Q4 2019 | $351,000 | +7.7% | 1,625 | -5.8% | 0.06% | +5.4% |
| Q3 2019 | $326,000 | -3.3% | 1,725 | 0.0% | 0.06% | -24.3% |
| Q2 2019 | $337,000 | +0.6% | 1,725 | -0.3% | 0.07% | -9.8% |
| Q1 2019 | $335,000 | +9.1% | 1,730 | -2.0% | 0.08% | -6.8% |
| Q4 2017 | $307,000 | +2.0% | 1,765 | +0.6% | 0.09% | -12.9% |
| Q3 2017 | $301,000 | +3.8% | 1,754 | +0.2% | 0.10% | -1.9% |
| Q2 2017 | $290,000 | – | 1,750 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,665 | $13,116,000 | 5.81% |
| Sowa Financial Group, Inc. | 33,003 | $9,913,000 | 5.80% |
| First Citizens Financial Corp | 18,297 | $5,496,000 | 4.02% |
| Audent Global Asset Management, LLC | 30,566 | $9,181,000 | 3.84% |
| Oakworth Capital, Inc. | 77,213 | $23,192,000 | 1.97% |
| ETFIDEA, LLC | 16,208 | $4,868,482 | 1.96% |
| HC Advisors, LLC | 10,510 | $3,157,000 | 1.94% |
| Dentgroup LLC | 5,420 | $1,628,000 | 1.54% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,738 | $2,625,000 | 1.45% |
| My Personal CFO, LLC | 4,950 | $1,487,000 | 1.30% |