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 | $381,069 | -3.6% | 1,411 | 0.0% | 0.49% | +6.3% |
| Q2 2023 | $395,436 | +2.6% | 1,411 | 0.0% | 0.46% | -5.2% |
| Q1 2023 | $385,288 | -17.8% | 1,411 | -14.6% | 0.48% | -8.2% |
| Q4 2022 | $468,973 | +12.2% | 1,653 | 0.0% | 0.53% | +6.0% |
| Q3 2022 | $418,000 | -6.1% | 1,653 | 0.0% | 0.50% | +9.7% |
| Q2 2022 | $445,000 | -6.7% | 1,653 | 0.0% | 0.45% | +12.4% |
| Q1 2022 | $477,000 | -53.9% | 1,653 | -52.0% | 0.40% | -53.2% |
| Q4 2021 | $1,034,000 | +154.7% | 3,441 | +108.2% | 0.86% | +67.8% |
| Q4 2020 | $406,000 | +8.0% | 1,653 | 0.0% | 0.51% | -6.1% |
| Q3 2020 | $376,000 | +5.6% | 1,653 | 0.0% | 0.54% | +28.2% |
| Q2 2020 | $356,000 | +4.4% | 1,653 | -9.0% | 0.42% | -13.8% |
| Q1 2020 | $341,000 | -10.7% | 1,817 | +2.7% | 0.49% | +16.3% |
| Q4 2019 | $382,000 | +14.0% | 1,770 | 0.0% | 0.42% | +7.1% |
| Q3 2019 | $335,000 | -43.6% | 1,770 | -41.8% | 0.40% | -44.5% |
| Q2 2019 | $594,000 | -57.1% | 3,040 | -57.5% | 0.71% | -39.1% |
| Q1 2019 | $1,386,000 | -23.5% | 7,151 | -28.7% | 1.17% | +297.6% |
| Q4 2018 | $1,812,000 | – | 10,024 | – | 0.30% | – |
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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% |