ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $898,793 | -7.7% | 3,328 | -4.3% | 0.12% | -5.6% |
| Q2 2023 | $974,157 | +11.2% | 3,476 | +8.4% | 0.13% | 0.0% |
| Q1 2023 | $875,703 | -4.2% | 3,207 | -0.5% | 0.13% | -16.0% |
| Q4 2022 | $914,397 | +12.2% | 3,223 | 0.0% | 0.15% | -4.5% |
| Q3 2022 | $815,000 | -12.9% | 3,223 | -7.4% | 0.16% | -9.8% |
| Q2 2022 | $936,000 | -11.1% | 3,482 | -4.5% | 0.17% | +3.6% |
| Q1 2022 | $1,053,000 | +7.0% | 3,646 | +11.3% | 0.17% | +10.5% |
| Q4 2021 | $984,000 | +10.7% | 3,275 | +1.6% | 0.15% | +0.7% |
| Q3 2021 | $889,000 | +1.1% | 3,222 | 0.0% | 0.15% | -2.6% |
| Q2 2021 | $879,000 | +17.4% | 3,222 | +8.6% | 0.16% | +6.2% |
| Q1 2021 | $749,000 | +13.8% | 2,966 | +10.8% | 0.15% | +5.0% |
| Q4 2020 | $658,000 | +11.0% | 2,677 | +2.5% | 0.14% | -5.4% |
| Q3 2020 | $593,000 | +7.4% | 2,612 | +2.1% | 0.15% | -3.9% |
| Q2 2020 | $552,000 | +7.0% | 2,558 | -6.9% | 0.15% | -8.9% |
| Q1 2020 | $516,000 | -28.8% | 2,748 | -18.3% | 0.17% | -24.0% |
| Q4 2019 | $725,000 | +9.0% | 3,363 | -4.4% | 0.22% | -2.2% |
| Q3 2019 | $665,000 | -43.6% | 3,516 | -41.8% | 0.23% | -47.1% |
| Q2 2019 | $1,180,000 | +4.6% | 6,042 | +3.8% | 0.43% | -0.2% |
| Q1 2019 | $1,128,000 | +23.0% | 5,819 | +14.8% | 0.43% | +2.6% |
| Q4 2018 | $917,000 | – | 5,070 | – | 0.42% | – |
Download | ||||||
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% |