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 | $1,369,838 | +0.8% | 5,050 | +4.1% | 0.14% | +18.0% |
| Q2 2023 | $1,359,311 | +7.0% | 4,850 | +4.2% | 0.12% | +1.7% |
| Q1 2023 | $1,270,891 | -1.8% | 4,654 | +2.0% | 0.12% | -17.2% |
| Q4 2022 | $1,294,052 | +8.7% | 4,561 | -3.1% | 0.14% | -6.5% |
| Q3 2022 | $1,190,000 | -3.0% | 4,705 | +3.1% | 0.16% | -15.3% |
| Q2 2022 | $1,227,000 | -5.6% | 4,564 | +1.3% | 0.18% | +25.3% |
| Q1 2022 | $1,300,000 | +106.7% | 4,504 | +62.7% | 0.15% | +44.6% |
| Q3 2020 | $629,000 | +5.7% | 2,768 | +0.3% | 0.10% | -1.0% |
| Q2 2020 | $595,000 | -37.7% | 2,761 | -44.0% | 0.10% | -42.4% |
| Q1 2019 | $955,000 | +101.1% | 4,931 | +87.8% | 0.18% | +80.6% |
| Q4 2018 | $475,000 | -9.5% | 2,625 | +1.5% | 0.10% | +7.7% |
| Q3 2018 | $525,000 | +22.1% | 2,586 | +7.3% | 0.09% | +16.7% |
| Q2 2018 | $430,000 | +9.1% | 2,411 | +5.7% | 0.08% | +4.0% |
| Q1 2018 | $394,000 | -1.7% | 2,281 | -0.8% | 0.08% | +1.4% |
| Q4 2017 | $401,000 | +9.9% | 2,300 | +8.4% | 0.07% | -41.7% |
| Q3 2017 | $365,000 | – | 2,121 | – | 0.13% | – |
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% |