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 | $398,287 | -2.9% | 1,463 | 0.0% | 0.05% | -1.8% |
| Q2 2023 | $410,009 | +2.6% | 1,463 | 0.0% | 0.06% | -11.3% |
| Q1 2023 | $399,487 | -3.8% | 1,463 | 0.0% | 0.06% | -3.1% |
| Q4 2022 | $415,068 | +12.2% | 1,463 | 0.0% | 0.06% | +3.2% |
| Q3 2022 | $370,000 | -5.9% | 1,463 | 0.0% | 0.06% | +3.3% |
| Q2 2022 | $393,000 | -6.9% | 1,463 | 0.0% | 0.06% | +1.7% |
| Q1 2022 | $422,000 | -3.9% | 1,463 | 0.0% | 0.06% | -4.8% |
| Q4 2021 | $439,000 | +8.7% | 1,463 | 0.0% | 0.06% | -3.1% |
| Q3 2021 | $404,000 | +1.3% | 1,463 | 0.0% | 0.06% | 0.0% |
| Q2 2021 | $399,000 | +8.1% | 1,463 | 0.0% | 0.06% | +1.6% |
| Q1 2021 | $369,000 | +2.5% | 1,463 | 0.0% | 0.06% | -6.0% |
| Q4 2020 | $360,000 | +8.4% | 1,463 | 0.0% | 0.07% | -8.2% |
| Q3 2020 | $332,000 | +5.4% | 1,463 | 0.0% | 0.07% | -1.4% |
| Q2 2020 | $315,000 | +10.1% | 1,463 | -3.9% | 0.07% | -3.9% |
| Q1 2020 | $286,000 | -12.8% | 1,522 | 0.0% | 0.08% | +11.6% |
| Q4 2019 | $328,000 | +8.6% | 1,522 | 0.0% | 0.07% | +3.0% |
| Q3 2019 | $302,000 | +1.7% | 1,522 | 0.0% | 0.07% | -2.9% |
| Q2 2019 | $297,000 | +0.7% | 1,522 | 0.0% | 0.07% | -5.5% |
| Q1 2019 | $295,000 | +7.3% | 1,522 | 0.0% | 0.07% | -9.9% |
| Q4 2018 | $275,000 | – | 1,522 | – | 0.08% | – |
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% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 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% |