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 | $16,019 | -3.6% | 59 | 0.0% | 0.01% | +8.3% |
| Q2 2023 | $16,623 | +2.8% | 59 | 0.0% | 0.01% | -7.7% |
| Q1 2023 | $16,164 | -3.5% | 59 | 0.0% | 0.01% | 0.0% |
| Q4 2022 | $16,746 | +11.6% | 59 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $15,000 | -6.2% | 59 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $16,000 | -5.9% | 59 | +1.7% | 0.01% | +18.2% |
| Q1 2022 | $17,000 | -5.6% | 58 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $18,000 | +12.5% | 58 | 0.0% | 0.01% | -8.3% |
| Q3 2021 | $16,000 | 0.0% | 58 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $16,000 | -27.3% | 58 | -33.3% | 0.01% | -33.3% |
| Q1 2021 | $22,000 | +4.8% | 87 | 0.0% | 0.02% | 0.0% |
| Q4 2020 | $21,000 | 0.0% | 87 | -6.5% | 0.02% | -5.3% |
| Q3 2020 | $21,000 | +5.0% | 93 | +1.1% | 0.02% | -13.6% |
| Q2 2020 | $20,000 | – | 92 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |