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 | $5,858,899 | -7.0% | 21,694 | -3.4% | 4.13% | -3.5% |
| Q2 2023 | $6,296,711 | +123292.3% | 22,468 | +24.9% | 4.28% | -2.9% |
| Q4 2022 | $5,103 | -99.9% | 17,987 | -1.1% | 4.41% | -2.7% |
| Q3 2022 | $4,604,000 | -7.6% | 18,196 | -1.7% | 4.53% | +3.2% |
| Q2 2022 | $4,980,000 | -7.6% | 18,520 | -0.7% | 4.39% | +8.6% |
| Q1 2022 | $5,387,000 | -2.0% | 18,655 | +2.0% | 4.04% | +0.6% |
| Q4 2021 | $5,496,000 | +7.0% | 18,297 | -1.8% | 4.02% | -2.0% |
| Q3 2021 | $5,138,000 | +0.5% | 18,623 | -0.6% | 4.10% | +6.1% |
| Q2 2021 | $5,110,000 | +8.9% | 18,727 | +0.8% | 3.86% | +1.0% |
| Q1 2021 | $4,692,000 | +0.4% | 18,585 | -3.2% | 3.83% | -6.1% |
| Q4 2020 | $4,672,000 | +8.0% | 19,195 | +0.8% | 4.07% | -4.8% |
| Q3 2020 | $4,325,000 | +2.0% | 19,038 | -3.2% | 4.28% | -3.3% |
| Q2 2020 | $4,240,000 | +18.6% | 19,664 | +3.3% | 4.42% | -5.8% |
| Q1 2020 | $3,575,000 | -9.3% | 19,038 | +4.2% | 4.70% | +20.6% |
| Q4 2019 | $3,943,000 | – | 18,278 | – | 3.89% | – |
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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% |