ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $600,000 | +10.1% | 2,440 | +1.8% | 0.21% | -0.9% |
| Q3 2020 | $545,000 | +16.0% | 2,398 | +10.2% | 0.21% | +2.4% |
| Q2 2020 | $470,000 | +29.1% | 2,177 | +12.2% | 0.21% | +3.5% |
| Q1 2020 | $364,000 | -36.3% | 1,940 | -26.8% | 0.20% | -16.9% |
| Q4 2019 | $571,000 | +16.8% | 2,649 | +2.5% | 0.24% | +12.5% |
| Q3 2019 | $489,000 | +5.2% | 2,585 | +8.6% | 0.22% | +0.9% |
| Q2 2019 | $465,000 | +46.2% | 2,381 | +45.0% | 0.21% | +38.1% |
| Q1 2019 | $318,000 | – | 1,642 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Bellwether Advisors, LLC | 94,980 | $25,651,249 | 6.98% |
| Sowa Financial Group, Inc. | 34,404 | $9,292 | 6.98% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 42,634 | $11,514,168 | 6.10% |
| First Citizens Financial Corp | 21,694 | $5,858,899 | 4.13% |
| HC Advisors, LLC | 15,817 | $4,271,697 | 2.54% |
| ETFIDEA, LLC | 20,177 | $5,449,279 | 2.31% |
| MRA Advisory Group | 11,633 | $3,141,672 | 2.24% |
| Oakworth Capital, Inc. | 78,780 | $21,275,810 | 1.93% |
| FINANCIAL LIFE ADVISORS | 14,296 | $3,862,131 | 1.66% |
| Mine & Arao Wealth Creation & Management, LLC. | 9,603 | $2,593,389 | 1.58% |