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 | $801,027 | -4.8% | 2,966 | -1.2% | 0.02% | -4.3% |
| Q2 2023 | $841,317 | +1.6% | 3,002 | -1.0% | 0.02% | -8.0% |
| Q1 2023 | $827,917 | -12.2% | 3,032 | -8.7% | 0.02% | -19.4% |
| Q4 2022 | $942,484 | +22.7% | 3,322 | +9.4% | 0.03% | +6.9% |
| Q3 2022 | $768,000 | -24.9% | 3,037 | -20.1% | 0.03% | -23.7% |
| Q2 2022 | $1,022,000 | -10.3% | 3,800 | -3.7% | 0.04% | +2.7% |
| Q1 2022 | $1,139,000 | -5.8% | 3,944 | -2.0% | 0.04% | -7.5% |
| Q4 2021 | $1,209,000 | -7.4% | 4,025 | -14.9% | 0.04% | -20.0% |
| Q3 2021 | $1,306,000 | -0.8% | 4,732 | -2.0% | 0.05% | -2.0% |
| Q2 2021 | $1,317,000 | -14.8% | 4,827 | -21.1% | 0.05% | -23.9% |
| Q1 2021 | $1,545,000 | -7.2% | 6,121 | -9.6% | 0.07% | -13.0% |
| Q4 2020 | $1,665,000 | +6.9% | 6,771 | -1.2% | 0.08% | -4.9% |
| Q3 2020 | $1,558,000 | -3.9% | 6,856 | -8.8% | 0.08% | -12.0% |
| Q2 2020 | $1,621,000 | +12.9% | 7,518 | -1.7% | 0.09% | -8.0% |
| Q1 2020 | $1,436,000 | -3.2% | 7,645 | +11.2% | 0.10% | +20.5% |
| Q4 2019 | $1,483,000 | +13.3% | 6,876 | -0.7% | 0.08% | +5.1% |
| Q3 2019 | $1,309,000 | -15.1% | 6,922 | -12.3% | 0.08% | -17.7% |
| Q2 2019 | $1,541,000 | -31.6% | 7,893 | -32.1% | 0.10% | -33.3% |
| Q1 2019 | $2,252,000 | -21.3% | 11,622 | -26.6% | 0.14% | -32.1% |
| Q4 2018 | $2,863,000 | -8.3% | 15,833 | +2.9% | 0.21% | +7.6% |
| Q3 2018 | $3,123,000 | +5.5% | 15,393 | -7.3% | 0.20% | -10.5% |
| Q2 2018 | $2,960,000 | +13.5% | 16,614 | +9.9% | 0.22% | +22.2% |
| Q1 2018 | $2,608,000 | -6.0% | 15,112 | -5.1% | 0.18% | -5.8% |
| Q4 2017 | $2,773,000 | +0.6% | 15,918 | -0.7% | 0.19% | -5.4% |
| Q3 2017 | $2,757,000 | +2.5% | 16,038 | -0.8% | 0.20% | -3.3% |
| Q2 2017 | $2,689,000 | -13.4% | 16,173 | -18.9% | 0.21% | -14.7% |
| Q1 2017 | $3,105,000 | +12.7% | 19,940 | +4.3% | 0.24% | +7.5% |
| Q4 2016 | $2,756,000 | +269.9% | 19,125 | +285.0% | 0.23% | +196.1% |
| Q4 2015 | $745,000 | – | 4,968 | – | 0.08% | – |
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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% |