ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |