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 | $280,873 | -3.6% | 1,040 | 0.0% | 0.22% | +3.3% |
| Q2 2023 | $291,462 | +0.7% | 1,040 | -1.9% | 0.21% | -3.2% |
| Q1 2023 | $289,444 | -3.8% | 1,060 | 0.0% | 0.22% | -11.8% |
| Q4 2022 | $300,733 | +16.6% | 1,060 | +3.9% | 0.25% | +7.0% |
| Q3 2022 | $258,000 | -11.0% | 1,020 | -5.6% | 0.23% | -4.6% |
| Q2 2022 | $290,000 | -7.9% | 1,080 | -0.9% | 0.24% | +9.5% |
| Q1 2022 | $315,000 | -3.7% | 1,090 | 0.0% | 0.22% | +1.4% |
| Q4 2021 | $327,000 | +11.2% | 1,090 | +2.3% | 0.22% | +1.4% |
| Q3 2021 | $294,000 | +1.0% | 1,065 | 0.0% | 0.21% | +1.9% |
| Q2 2021 | $291,000 | +8.2% | 1,065 | 0.0% | 0.21% | +0.5% |
| Q1 2021 | $269,000 | +2.7% | 1,065 | 0.0% | 0.21% | -0.9% |
| Q4 2020 | $262,000 | +8.7% | 1,065 | +0.5% | 0.21% | -3.7% |
| Q3 2020 | $241,000 | +3.4% | 1,060 | -1.9% | 0.22% | -5.2% |
| Q2 2020 | $233,000 | +14.8% | 1,080 | 0.0% | 0.23% | -6.9% |
| Q1 2020 | $203,000 | -17.8% | 1,080 | -5.7% | 0.25% | +9.7% |
| Q4 2019 | $247,000 | +14.4% | 1,145 | 0.0% | 0.23% | +5.6% |
| Q3 2019 | $216,000 | -3.6% | 1,145 | 0.0% | 0.21% | -4.9% |
| Q2 2019 | $224,000 | 0.0% | 1,145 | -0.9% | 0.22% | -3.8% |
| Q1 2019 | $224,000 | +7.2% | 1,155 | 0.0% | 0.23% | -9.3% |
| Q4 2018 | $209,000 | – | 1,155 | – | 0.26% | – |
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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% |