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 | $299,778 | -12.9% | 1,110 | -11.9% | 0.17% | -17.9% |
| Q1 2023 | $344,056 | -11.5% | 1,260 | -8.0% | 0.21% | -21.6% |
| Q4 2022 | $388,683 | +12.0% | 1,370 | 0.0% | 0.26% | +9.5% |
| Q3 2022 | $347,000 | -1.1% | 1,370 | +3.0% | 0.24% | +15.3% |
| Q2 2022 | $351,000 | -8.6% | 1,330 | 0.0% | 0.21% | +17.4% |
| Q1 2022 | $384,000 | -4.5% | 1,330 | -0.5% | 0.18% | +1.7% |
| Q4 2021 | $402,000 | +9.5% | 1,337 | +0.5% | 0.18% | +31.6% |
| Q3 2021 | $367,000 | +1.1% | 1,330 | 0.0% | 0.13% | +0.8% |
| Q2 2021 | $363,000 | +8.0% | 1,330 | 0.0% | 0.13% | +0.8% |
| Q1 2021 | $336,000 | +13.5% | 1,330 | +10.6% | 0.13% | +5.6% |
| Q4 2020 | $296,000 | +2.4% | 1,203 | -5.6% | 0.12% | -17.3% |
| Q3 2020 | $289,000 | +5.1% | 1,274 | 0.0% | 0.15% | -2.6% |
| Q2 2020 | $275,000 | -7.7% | 1,274 | -19.5% | 0.15% | -58.3% |
| Q1 2020 | $298,000 | -13.1% | 1,582 | -0.4% | 0.37% | +103.9% |
| Q4 2019 | $343,000 | +22.1% | 1,589 | +6.8% | 0.18% | -3.2% |
| Q3 2019 | $281,000 | -3.4% | 1,488 | -0.1% | 0.19% | -3.6% |
| Q2 2019 | $291,000 | +0.7% | 1,489 | 0.0% | 0.19% | -6.3% |
| Q1 2019 | $289,000 | +7.0% | 1,489 | 0.0% | 0.21% | -1.4% |
| Q4 2018 | $270,000 | -4.9% | 1,489 | +6.6% | 0.21% | +10.5% |
| Q3 2018 | $284,000 | +14.5% | 1,397 | 0.0% | 0.19% | +6.1% |
| Q2 2018 | $248,000 | -1.6% | 1,397 | -4.2% | 0.18% | -2.7% |
| Q1 2018 | $252,000 | – | 1,459 | – | 0.18% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |