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 | $3,009,851 | -18.6% | 11,145 | -15.5% | 0.05% | -15.9% |
| Q2 2023 | $3,697,009 | +119351.0% | 13,192 | +16.4% | 0.06% | -1.6% |
| Q1 2023 | $3,095 | +14.4% | 11,334 | +18.8% | 0.06% | -13.5% |
| Q4 2022 | $2,706 | -99.9% | 9,539 | +20.3% | 0.07% | +15.6% |
| Q3 2022 | $2,006,000 | +0.7% | 7,930 | +7.1% | 0.06% | +3.2% |
| Q2 2022 | $1,992,000 | +14.6% | 7,407 | +23.1% | 0.06% | +17.0% |
| Q1 2022 | $1,738,000 | +62.1% | 6,018 | +68.6% | 0.05% | +65.6% |
| Q4 2021 | $1,072,000 | +34.7% | 3,570 | +23.7% | 0.03% | +23.1% |
| Q3 2021 | $796,000 | +1.7% | 2,886 | +0.6% | 0.03% | -7.1% |
| Q2 2021 | $783,000 | +31.2% | 2,868 | +21.3% | 0.03% | +12.0% |
| Q1 2021 | $597,000 | +113.2% | 2,364 | +107.7% | 0.02% | +92.3% |
| Q4 2020 | $280,000 | +16.7% | 1,138 | +7.8% | 0.01% | -13.3% |
| Q3 2020 | $240,000 | – | 1,056 | – | 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% |