ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $518,039 | -7.4% | 1,918 | -3.9% | 0.01% | 0.0% |
| Q2 2023 | $559,516 | +21.7% | 1,996 | +18.5% | 0.01% | 0.0% |
| Q1 2023 | $459,928 | +20.1% | 1,684 | +24.7% | 0.01% | -53.8% |
| Q4 2022 | $383,071 | +30.7% | 1,350 | +16.8% | 0.01% | +8.3% |
| Q3 2022 | $293,000 | +1.0% | 1,156 | +15.0% | 0.01% | +20.0% |
| Q1 2022 | $290,000 | -10.5% | 1,005 | -6.8% | 0.01% | -9.1% |
| Q4 2021 | $324,000 | +9.1% | 1,078 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $297,000 | +8.4% | 1,078 | +7.3% | 0.01% | 0.0% |
| Q2 2021 | $274,000 | +7.9% | 1,005 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $254,000 | +2.8% | 1,005 | -0.1% | 0.01% | -8.3% |
| Q4 2020 | $247,000 | +7.9% | 1,006 | 0.0% | 0.01% | 0.0% |
| Q3 2020 | $229,000 | +5.5% | 1,006 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $217,000 | +14.8% | 1,006 | 0.0% | 0.01% | -7.7% |
| Q1 2020 | $189,000 | -12.9% | 1,006 | 0.0% | 0.01% | -23.5% |
| Q4 2019 | $217,000 | – | 1,006 | – | 0.02% | – |
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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% |