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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $1,245 | -11.5% | 4,561 | -8.1% | 0.01% | -28.6% |
| Q4 2022 | $1,407 | -99.9% | 4,964 | +2.0% | 0.01% | +16.7% |
| Q3 2022 | $1,230,000 | +33.7% | 4,866 | +42.1% | 0.01% | +20.0% |
| Q2 2022 | $920,000 | +11.9% | 3,425 | +20.3% | 0.01% | +25.0% |
| Q1 2022 | $822,000 | +0.5% | 2,846 | +4.4% | 0.00% | 0.0% |
| Q4 2021 | $818,000 | +16.9% | 2,726 | +7.4% | 0.00% | 0.0% |
| Q3 2021 | $700,000 | -2.8% | 2,539 | -3.9% | 0.00% | 0.0% |
| Q2 2021 | $720,000 | +58.6% | 2,643 | +46.5% | 0.00% | +33.3% |
| Q1 2021 | $454,000 | +6.3% | 1,804 | +3.8% | 0.00% | 0.0% |
| Q4 2020 | $427,000 | +477.0% | 1,738 | +428.3% | 0.00% | +200.0% |
| Q3 2020 | $74,000 | +15.6% | 329 | +10.4% | 0.00% | 0.0% |
| Q2 2020 | $64,000 | +128.6% | 298 | +102.7% | 0.00% | – |
| Q1 2020 | $28,000 | -12.5% | 147 | 0.0% | 0.00% | – |
| Q4 2019 | $32,000 | -34.7% | 147 | -43.5% | 0.00% | -100.0% |
| Q3 2019 | $49,000 | – | 260 | – | 0.00% | – |
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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% |