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 | $1,211,202 | -2.7% | 4,485 | +1.0% | 0.26% | +2.8% |
| Q2 2023 | $1,244,256 | +14.1% | 4,440 | +11.1% | 0.25% | +7.8% |
| Q1 2023 | $1,090,790 | +23.6% | 3,995 | +28.5% | 0.23% | +15.5% |
| Q4 2022 | $882,217 | +54.2% | 3,110 | +37.7% | 0.20% | +40.8% |
| Q3 2022 | $572,000 | +5.1% | 2,259 | +11.6% | 0.14% | +8.4% |
| Q2 2022 | $544,000 | +5.6% | 2,024 | +13.5% | 0.13% | +21.3% |
| Q1 2022 | $515,000 | -6.0% | 1,784 | -2.2% | 0.11% | -3.6% |
| Q4 2021 | $548,000 | +13.2% | 1,824 | +4.0% | 0.11% | +4.7% |
| Q3 2021 | $484,000 | +8.5% | 1,754 | +7.3% | 0.11% | +11.5% |
| Q2 2021 | $446,000 | +23.5% | 1,634 | +14.3% | 0.10% | +10.3% |
| Q1 2021 | $361,000 | +4.9% | 1,429 | +2.1% | 0.09% | -2.2% |
| Q4 2020 | $344,000 | -4.2% | 1,399 | -11.4% | 0.09% | -16.8% |
| Q3 2020 | $359,000 | +11.1% | 1,579 | +5.3% | 0.11% | +0.9% |
| Q2 2020 | $323,000 | +11.0% | 1,499 | -3.2% | 0.11% | -2.8% |
| Q1 2020 | $291,000 | +8.2% | 1,549 | +24.0% | 0.11% | +28.2% |
| Q4 2019 | $269,000 | +37.9% | 1,249 | +20.8% | 0.08% | +26.9% |
| Q3 2019 | $195,000 | -3.5% | 1,034 | 0.0% | 0.07% | -5.6% |
| Q2 2019 | $202,000 | +6.9% | 1,034 | +6.2% | 0.07% | +2.9% |
| Q1 2019 | $189,000 | +10.5% | 974 | +3.2% | 0.07% | 0.0% |
| Q4 2018 | $171,000 | – | 944 | – | 0.07% | – |
Download | ||||||
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% |