ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $361,000 | -5.7% | 1,426 | 0.0% | 0.06% | +10.2% |
| Q2 2022 | $383,000 | -24.8% | 1,426 | -19.0% | 0.06% | -7.8% |
| Q1 2022 | $509,000 | +17.6% | 1,761 | +22.2% | 0.06% | +20.8% |
| Q4 2021 | $433,000 | -76.0% | 1,441 | -78.0% | 0.05% | -72.1% |
| Q3 2021 | $1,804,000 | +8.3% | 6,539 | +7.1% | 0.19% | +1.6% |
| Q2 2021 | $1,666,000 | +36.6% | 6,105 | +26.4% | 0.19% | +13.3% |
| Q1 2021 | $1,220,000 | +395.9% | 4,831 | +383.1% | 0.16% | +334.2% |
| Q4 2020 | $246,000 | -16.0% | 1,000 | -22.5% | 0.04% | -33.3% |
| Q3 2020 | $293,000 | -24.1% | 1,291 | -28.0% | 0.06% | -27.8% |
| Q2 2020 | $386,000 | +66.4% | 1,793 | +45.4% | 0.08% | +43.6% |
| Q1 2020 | $232,000 | +439.5% | 1,233 | +516.5% | 0.06% | +587.5% |
| Q4 2019 | $43,000 | +330.0% | 200 | +300.0% | 0.01% | +300.0% |
| Q1 2019 | $10,000 | -97.2% | 50 | -97.4% | 0.00% | -98.0% |
| Q4 2018 | $356,000 | – | 1,951 | – | 0.10% | – |
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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% |