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 | $6,186,066 | -6.1% | 22,905 | -2.6% | 0.10% | -4.0% |
| Q2 2023 | $6,589,131 | -3.6% | 23,511 | -6.0% | 0.10% | -9.2% |
| Q1 2023 | $6,832,465 | -17.2% | 25,022 | -14.0% | 0.11% | -22.1% |
| Q4 2022 | $8,250,648 | +26.4% | 29,081 | +12.7% | 0.14% | +14.8% |
| Q3 2022 | $6,528,000 | +33.5% | 25,804 | +41.9% | 0.12% | +35.6% |
| Q2 2022 | $4,889,000 | -4.2% | 18,179 | +2.9% | 0.09% | +13.9% |
| Q1 2022 | $5,104,000 | -46.9% | 17,674 | -44.7% | 0.08% | -45.9% |
| Q4 2021 | $9,605,000 | +14.7% | 31,976 | +5.4% | 0.15% | +1.4% |
| Q3 2021 | $8,373,000 | +4.7% | 30,345 | +3.5% | 0.14% | +6.7% |
| Q2 2021 | $7,997,000 | -100.0% | 29,308 | -53.9% | 0.14% | -4.3% |
| Q1 2021 | $16,041,818,000 | +457192.4% | 63,548 | +345.5% | 0.14% | +85.5% |
| Q4 2020 | $3,508,000 | +10.9% | 14,265 | +2.4% | 0.08% | -5.0% |
| Q3 2020 | $3,164,000 | +16.8% | 13,926 | +10.8% | 0.08% | +3.9% |
| Q2 2020 | $2,709,000 | +29.2% | 12,565 | +12.5% | 0.08% | 0.0% |
| Q1 2020 | $2,096,000 | -16.6% | 11,165 | -4.2% | 0.08% | +4.1% |
| Q4 2019 | $2,513,000 | +29.0% | 11,651 | +13.0% | 0.07% | +12.1% |
| Q3 2019 | $1,948,000 | -2.2% | 10,307 | +1.1% | 0.07% | -9.6% |
| Q2 2019 | $1,991,000 | +100.7% | 10,196 | +99.0% | 0.07% | +73.8% |
| Q1 2019 | $992,000 | +9.9% | 5,123 | +2.5% | 0.04% | -4.5% |
| Q4 2018 | $903,000 | +4.5% | 4,999 | +17.5% | 0.04% | +7.3% |
| Q3 2018 | $864,000 | +113.3% | 4,256 | +87.3% | 0.04% | +70.8% |
| Q2 2018 | $405,000 | +105.6% | 2,272 | +98.3% | 0.02% | +84.6% |
| Q1 2018 | $197,000 | +7.1% | 1,146 | +8.4% | 0.01% | -7.1% |
| Q4 2017 | $184,000 | +67.3% | 1,057 | +65.2% | 0.01% | +27.3% |
| Q3 2017 | $110,000 | +3.8% | 640 | +0.2% | 0.01% | -8.3% |
| Q2 2017 | $106,000 | +7.1% | 639 | 0.0% | 0.01% | -20.0% |
| Q1 2017 | $99,000 | – | 639 | – | 0.02% | – |
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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% |