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 | $11,514,168 | -5.0% | 42,634 | -1.5% | 6.10% | +2.4% |
| Q2 2023 | $12,125,964 | +2.5% | 43,268 | -0.2% | 5.96% | -6.6% |
| Q1 2023 | $11,835,709 | +102.9% | 43,345 | +110.8% | 6.38% | +83.2% |
| Q4 2022 | $5,832,597 | +9.8% | 20,558 | -2.1% | 3.48% | +4.3% |
| Q3 2022 | $5,314,000 | -13.9% | 21,003 | -8.4% | 3.34% | -9.8% |
| Q2 2022 | $6,169,000 | -7.2% | 22,939 | -0.3% | 3.70% | +23.0% |
| Q1 2022 | $6,645,000 | -49.3% | 23,009 | -47.3% | 3.01% | -48.3% |
| Q4 2021 | $13,116,000 | +9.4% | 43,665 | +0.5% | 5.81% | +3.2% |
| Q3 2021 | $11,985,000 | +1.4% | 43,437 | +0.3% | 5.64% | +3.2% |
| Q2 2021 | $11,821,000 | +10.4% | 43,324 | +2.2% | 5.46% | +2.2% |
| Q1 2021 | $10,705,000 | -7.0% | 42,405 | -9.4% | 5.34% | -27.4% |
| Q4 2020 | $11,507,000 | -7.5% | 46,794 | -14.6% | 7.35% | +12.8% |
| Q3 2020 | $12,444,000 | +6.6% | 54,773 | +1.1% | 6.51% | -6.1% |
| Q2 2020 | $11,679,000 | +20.2% | 54,159 | +4.7% | 6.94% | -9.0% |
| Q1 2020 | $9,713,000 | +270.2% | 51,720 | +325.2% | 7.63% | +336.3% |
| Q4 2019 | $2,624,000 | +15.7% | 12,164 | +1.4% | 1.75% | +6.6% |
| Q3 2019 | $2,268,000 | -10.0% | 11,998 | -7.0% | 1.64% | -2.0% |
| Q2 2019 | $2,520,000 | +0.8% | 12,907 | +0.1% | 1.67% | +7.0% |
| Q1 2019 | $2,499,000 | -8.9% | 12,896 | -15.0% | 1.56% | -29.7% |
| Q4 2018 | $2,744,000 | +5.9% | 15,175 | +18.9% | 2.23% | +31.5% |
| Q3 2018 | $2,590,000 | +13.3% | 12,767 | -0.4% | 1.69% | -0.8% |
| Q2 2018 | $2,285,000 | -17.4% | 12,822 | -20.0% | 1.71% | -22.7% |
| Q1 2018 | $2,767,000 | +16.8% | 16,030 | +17.8% | 2.21% | -9.7% |
| Q4 2017 | $2,370,000 | +5.0% | 13,604 | +3.6% | 2.45% | -15.2% |
| Q3 2017 | $2,257,000 | +2.3% | 13,135 | -1.0% | 2.89% | -11.9% |
| Q2 2017 | $2,207,000 | +9.4% | 13,274 | +2.4% | 3.28% | +4.6% |
| Q1 2017 | $2,017,000 | – | 12,957 | – | 3.13% | – |
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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% |