ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 327 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $506,322 | -74.0% | 8,264 | -73.7% | 0.03% | -73.4% |
| Q1 2024 | $1,947,238 | +14.5% | 31,458 | +429.6% | 0.11% | +2.8% |
| Q4 2023 | $1,700,338 | -15.3% | 5,940 | -20.1% | 0.11% | -22.6% |
| Q3 2023 | $2,007,517 | +12.2% | 7,433 | +16.4% | 0.14% | +14.2% |
| Q2 2023 | $1,789,356 | +18.0% | 6,385 | +15.0% | 0.12% | +10.1% |
| Q1 2023 | $1,516,478 | +2.4% | 5,554 | +6.4% | 0.11% | -5.2% |
| Q4 2022 | $1,481,218 | +40.1% | 5,221 | +25.0% | 0.12% | +30.7% |
| Q3 2022 | $1,057,000 | -2.6% | 4,176 | +3.5% | 0.09% | -3.3% |
| Q2 2022 | $1,085,000 | -25.9% | 4,033 | -20.5% | 0.09% | -21.6% |
| Q1 2022 | $1,465,000 | +138.6% | 5,074 | +127.5% | 0.12% | +110.9% |
| Q4 2021 | $614,000 | +5.5% | 2,230 | +5.7% | 0.06% | +12.2% |
| Q3 2021 | $582,000 | -5.2% | 2,110 | -5.4% | 0.05% | -10.9% |
| Q2 2021 | $614,000 | +2.2% | 2,230 | -5.4% | 0.06% | -11.3% |
| Q1 2021 | $601,000 | -91.0% | 2,357 | -91.3% | 0.06% | -92.2% |
| Q4 2020 | $6,666,000 | +8.6% | 27,108 | +0.1% | 0.80% | -5.4% |
| Q3 2020 | $6,138,000 | +42.0% | 27,078 | +35.1% | 0.84% | +35.4% |
| Q2 2020 | $4,323,000 | – | 20,048 | – | 0.62% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 275,932 | $16,906,349 | 8.08% |
| Perbak Capital Partners LLP | 427,851 | $26,214,431 | 7.75% |
| Sowa Financial Group, Inc. | 108,907 | $6,673 | 5.05% |
| Bellwether Advisors, LLC | 376,352 | $23,059,075 | 4.84% |
| First Citizens Financial Corp | 110,781 | $6,787,552 | 4.02% |
| HC Advisors, LLC | 61,400 | $3,761,984 | 3.47% |
| Audent Global Asset Management, LLC | 40,479 | $2,480,168 | 2.58% |
| Sheridan Capital Management, LLC | 56,655 | $3,453,708 | 2.57% |
| ETFIDEA, LLC | 97,358 | $5,965,126 | 2.02% |
| Oakworth Capital, Inc. | 393,851 | $24,131,192 | 1.76% |