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 | $362,974 | -2.4% | 1,344 | +1.3% | 0.03% | +17.9% |
| Q2 2023 | $371,895 | +14.5% | 1,327 | +11.5% | 0.03% | +3.7% |
| Q1 2023 | $324,941 | +2.4% | 1,190 | +6.3% | 0.03% | -12.9% |
| Q4 2022 | $317,471 | +29.1% | 1,119 | +15.2% | 0.03% | +10.7% |
| Q3 2022 | $246,000 | -16.9% | 971 | -1.5% | 0.03% | -3.4% |
| Q4 2021 | $296,000 | -1.3% | 986 | -9.3% | 0.03% | -12.1% |
| Q3 2021 | $300,000 | -3.5% | 1,087 | -4.6% | 0.03% | -8.3% |
| Q2 2021 | $311,000 | -21.5% | 1,139 | -27.4% | 0.04% | -29.4% |
| Q1 2021 | $396,000 | -21.0% | 1,569 | -22.9% | 0.05% | -40.0% |
| Q4 2020 | $501,000 | -10.1% | 2,036 | -15.4% | 0.08% | -20.6% |
| Q3 2020 | $557,000 | -29.2% | 2,408 | -33.4% | 0.11% | -39.5% |
| Q2 2020 | $787,000 | +5.5% | 3,616 | +3.2% | 0.18% | -11.9% |
| Q1 2020 | $746,000 | -10.3% | 3,505 | -8.7% | 0.20% | -1.5% |
| Q4 2019 | $832,000 | +10.6% | 3,841 | -5.0% | 0.20% | -1.4% |
| Q3 2019 | $752,000 | -9.0% | 4,044 | -4.9% | 0.21% | -7.6% |
| Q2 2019 | $826,000 | -1.2% | 4,251 | -4.3% | 0.22% | -12.2% |
| Q1 2019 | $836,000 | -4.2% | 4,440 | -2.5% | 0.26% | -6.9% |
| Q4 2018 | $873,000 | +7.4% | 4,555 | +7.3% | 0.27% | -56.6% |
| Q3 2018 | $813,000 | +11.1% | 4,245 | +3.3% | 0.63% | -2.3% |
| Q2 2018 | $732,000 | +5.6% | 4,111 | +2.3% | 0.65% | -1.7% |
| Q1 2018 | $693,000 | +13.4% | 4,017 | +14.6% | 0.66% | +2.7% |
| Q4 2017 | $611,000 | – | 3,506 | – | 0.64% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |