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 | $290,596 | -3.6% | 1,076 | 0.0% | 0.07% | +3.1% |
| Q2 2023 | $301,552 | -6.8% | 1,076 | -9.2% | 0.06% | -12.2% |
| Q1 2023 | $323,577 | -19.5% | 1,185 | -16.3% | 0.07% | -22.9% |
| Q4 2022 | $401,733 | +12.2% | 1,416 | 0.0% | 0.10% | +6.7% |
| Q3 2022 | $358,000 | +2.0% | 1,416 | +8.3% | 0.09% | +5.9% |
| Q2 2022 | $351,000 | -7.6% | 1,307 | -0.8% | 0.08% | +10.4% |
| Q1 2022 | $380,000 | -4.0% | 1,317 | 0.0% | 0.08% | +2.7% |
| Q4 2021 | $396,000 | +2.3% | 1,317 | -6.0% | 0.08% | -12.8% |
| Q3 2021 | $387,000 | -6.3% | 1,401 | -7.6% | 0.09% | -7.5% |
| Q2 2021 | $413,000 | +0.2% | 1,516 | -7.1% | 0.09% | -1.1% |
| Q1 2021 | $412,000 | +19.4% | 1,632 | +16.5% | 0.09% | +5.6% |
| Q4 2020 | $345,000 | +35.8% | 1,401 | +25.3% | 0.09% | +18.7% |
| Q3 2020 | $254,000 | +20.4% | 1,118 | +14.5% | 0.08% | +15.4% |
| Q2 2020 | $211,000 | +441.0% | 976 | +343.6% | 0.06% | +261.1% |
| Q2 2018 | $39,000 | +2.6% | 220 | 0.0% | 0.02% | -5.3% |
| Q1 2018 | $38,000 | -32.1% | 220 | -31.5% | 0.02% | -40.6% |
| Q4 2017 | $56,000 | – | 321 | – | 0.03% | – |
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% |