ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 359 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $507,000 | -48.2% | 1,836 | -48.8% | 0.20% | -46.0% |
| Q2 2021 | $979,000 | +6.9% | 3,587 | -1.1% | 0.36% | +0.8% |
| Q1 2021 | $916,000 | -14.6% | 3,628 | -16.8% | 0.36% | -15.4% |
| Q4 2020 | $1,072,000 | -73.2% | 4,361 | -76.4% | 0.43% | -79.5% |
| Q4 2019 | $3,993,000 | -7.3% | 18,509 | -17.0% | 2.09% | +1.7% |
| Q2 2019 | $4,306,000 | – | 22,289 | – | 2.05% | – |
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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% |