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 | $616,300 | -32.7% | 2,282 | -30.1% | 0.20% | -28.4% |
| Q2 2023 | $915,304 | +2.6% | 3,266 | 0.0% | 0.28% | +4.4% |
| Q1 2023 | $891,814 | -5.0% | 3,266 | -3.1% | 0.27% | +15.9% |
| Q4 2022 | $939,051 | +26.9% | 3,370 | +16.7% | 0.23% | +16.5% |
| Q3 2022 | $740,000 | -0.9% | 2,887 | +3.9% | 0.20% | +2.6% |
| Q2 2022 | $747,000 | -2.1% | 2,778 | -2.4% | 0.20% | -2.0% |
| Q1 2022 | $763,000 | -23.3% | 2,845 | -14.1% | 0.20% | -13.9% |
| Q4 2021 | $995,000 | +8.9% | 3,313 | 0.0% | 0.23% | +16.7% |
| Q3 2021 | $914,000 | -4.5% | 3,313 | 0.0% | 0.20% | +3.1% |
| Q2 2021 | $957,000 | +9.1% | 3,313 | 0.0% | 0.19% | +11.0% |
| Q1 2021 | $877,000 | +7.6% | 3,313 | 0.0% | 0.17% | -0.6% |
| Q4 2020 | $815,000 | +16.3% | 3,313 | +14.2% | 0.17% | +11.5% |
| Q3 2020 | $701,000 | +8.9% | 2,902 | +3.8% | 0.16% | +16.4% |
| Q2 2020 | $644,000 | – | 2,797 | – | 0.13% | – |
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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% |