ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $106,000 | +2.9% | 419 | 0.0% | 0.01% | 0.0% |
| Q4 2020 | $103,000 | +8.4% | 419 | 0.0% | 0.01% | -37.5% |
| Q3 2020 | $95,000 | +5.6% | 419 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $90,000 | +2.3% | 419 | -5.2% | 0.01% | -11.1% |
| Q1 2020 | $88,000 | +49.2% | 442 | +61.3% | 0.01% | +50.0% |
| Q4 2019 | $59,000 | +13.5% | 274 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $52,000 | -1.9% | 274 | 0.0% | 0.01% | 0.0% |
| Q2 2019 | $53,000 | -35.4% | 274 | -35.2% | 0.01% | -40.0% |
| Q1 2019 | $82,000 | +6.5% | 423 | 0.0% | 0.01% | -9.1% |
| Q4 2018 | $77,000 | -3.8% | 423 | 0.0% | 0.01% | 0.0% |
| Q3 2018 | $80,000 | +3.9% | 423 | +5.5% | 0.01% | 0.0% |
| Q2 2018 | $77,000 | +11.6% | 401 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $69,000 | -1.4% | 401 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $70,000 | +1.4% | 401 | 0.0% | 0.01% | -31.2% |
| Q3 2017 | $69,000 | – | 401 | – | 0.02% | – |
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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% |