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 2021 | $77,000 | +1.3% | 280 | +0.4% | 0.01% | 0.0% |
| Q2 2021 | $76,000 | +68.9% | 279 | +55.9% | 0.01% | +42.9% |
| Q1 2021 | $45,000 | -6.2% | 179 | -9.1% | 0.01% | -12.5% |
| Q4 2020 | $48,000 | +6.7% | 197 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $45,000 | +7.1% | 197 | -38.4% | 0.01% | 0.0% |
| Q2 2020 | $42,000 | +13.5% | 320 | +63.3% | 0.01% | 0.0% |
| Q1 2020 | $37,000 | -35.1% | 196 | -26.6% | 0.01% | -20.0% |
| Q4 2019 | $57,000 | +14.0% | 267 | +0.4% | 0.01% | 0.0% |
| Q3 2019 | $50,000 | +92.3% | 266 | +103.1% | 0.01% | +100.0% |
| Q2 2019 | $26,000 | +4.0% | 131 | 0.0% | 0.01% | -16.7% |
| Q1 2019 | $25,000 | +4.2% | 131 | 0.0% | 0.01% | -14.3% |
| Q4 2018 | $24,000 | -11.1% | 131 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $27,000 | +17.4% | 131 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $23,000 | +4.5% | 131 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $22,000 | – | 131 | – | 0.01% | – |
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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% |