ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $598,438 | -5.1% | 2,216 | -1.6% | 0.06% | 0.0% |
| Q2 2023 | $630,810 | +0.9% | 2,251 | -1.7% | 0.06% | -8.2% |
| Q1 2023 | $624,996 | +8.5% | 2,289 | +0.5% | 0.06% | -4.7% |
| Q3 2022 | $576,000 | +90.1% | 2,278 | +102.3% | 0.06% | +88.2% |
| Q2 2022 | $303,000 | +13.5% | 1,126 | +21.6% | 0.03% | +30.8% |
| Q1 2022 | $267,000 | -3.3% | 926 | +1.0% | 0.03% | 0.0% |
| Q4 2021 | $276,000 | +9.1% | 917 | 0.0% | 0.03% | -3.7% |
| Q3 2021 | $253,000 | +0.4% | 917 | -0.7% | 0.03% | 0.0% |
| Q2 2021 | $252,000 | +0.8% | 923 | -6.6% | 0.03% | -10.0% |
| Q1 2021 | $250,000 | +2.9% | 988 | 0.0% | 0.03% | -3.2% |
| Q4 2020 | $243,000 | +0.4% | 988 | -7.1% | 0.03% | -13.9% |
| Q3 2020 | $242,000 | -3.6% | 1,063 | -8.6% | 0.04% | -12.2% |
| Q2 2020 | $251,000 | +16.7% | 1,163 | +1.4% | 0.04% | 0.0% |
| Q1 2020 | $215,000 | -16.7% | 1,147 | -4.2% | 0.04% | -2.4% |
| Q4 2019 | $258,000 | +7.1% | 1,197 | -6.3% | 0.04% | -2.3% |
| Q3 2019 | $241,000 | -3.6% | 1,277 | 0.0% | 0.04% | -4.4% |
| Q2 2019 | $250,000 | -11.3% | 1,277 | -4.2% | 0.04% | +32.4% |
| Q1 2019 | $282,000 | +12.4% | 1,333 | -3.9% | 0.03% | -37.0% |
| Q4 2018 | $251,000 | -81.4% | 1,387 | -99.4% | 0.05% | +217.6% |
| Q3 2018 | $1,347,000 | -3.3% | 233,447 | -6.2% | 0.02% | +6.2% |
| Q2 2018 | $1,393,000 | +480.4% | 248,913 | +17404.4% | 0.02% | -65.2% |
| Q1 2018 | $240,000 | +2.1% | 1,422 | +8.8% | 0.05% | +4.5% |
| Q4 2017 | $235,000 | +0.9% | 1,307 | -3.0% | 0.04% | -8.3% |
| Q3 2017 | $233,000 | +13.1% | 1,347 | +8.9% | 0.05% | +4.3% |
| Q2 2017 | $206,000 | -4.6% | 1,237 | -14.3% | 0.05% | -42.5% |
| Q3 2016 | $216,000 | – | 1,443 | – | 0.08% | – |
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% |