ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,058,956 | +4.5% | 22,435 | +8.5% | 0.04% | +2.9% |
| Q2 2023 | $5,796,080 | -4.0% | 20,682 | -6.4% | 0.04% | -10.3% |
| Q1 2023 | $6,036,245 | +1.1% | 22,106 | +5.0% | 0.04% | -9.3% |
| Q4 2022 | $5,972,198 | +13.6% | 21,050 | +1.3% | 0.04% | +2.4% |
| Q3 2022 | $5,257,000 | +364.4% | 20,780 | +393.7% | 0.04% | +366.7% |
| Q2 2022 | $1,132,000 | -37.9% | 4,209 | -33.3% | 0.01% | -30.8% |
| Q1 2022 | $1,824,000 | -5.2% | 6,314 | -1.5% | 0.01% | 0.0% |
| Q4 2021 | $1,925,000 | +95.6% | 6,409 | +79.7% | 0.01% | +62.5% |
| Q3 2021 | $984,000 | +2.9% | 3,566 | +1.8% | 0.01% | 0.0% |
| Q2 2021 | $956,000 | +7.9% | 3,504 | -0.2% | 0.01% | -11.1% |
| Q1 2021 | $886,000 | +12.6% | 3,511 | +9.7% | 0.01% | 0.0% |
| Q4 2020 | $787,000 | +6.6% | 3,202 | -1.4% | 0.01% | -18.2% |
| Q3 2020 | $738,000 | +13.2% | 3,249 | +7.5% | 0.01% | +10.0% |
| Q2 2020 | $652,000 | – | 3,023 | – | 0.01% | – |
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% |