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 | $337,588 | -3.6% | 1,250 | 0.0% | 0.04% | -20.5% |
| Q2 2023 | $350,316 | +2.6% | 1,250 | 0.0% | 0.04% | -22.8% |
| Q1 2023 | $341,325 | -3.8% | 1,250 | 0.0% | 0.06% | -12.3% |
| Q4 2022 | $354,638 | +12.2% | 1,250 | 0.0% | 0.06% | -15.6% |
| Q3 2022 | $316,000 | -12.9% | 1,250 | -7.4% | 0.08% | -3.8% |
| Q2 2022 | $363,000 | -6.9% | 1,350 | 0.0% | 0.08% | 0.0% |
| Q1 2022 | $390,000 | -3.7% | 1,350 | 0.0% | 0.08% | -7.0% |
| Q4 2021 | $405,000 | +33.2% | 1,350 | +22.7% | 0.09% | +11.7% |
| Q3 2021 | $304,000 | +1.3% | 1,100 | 0.0% | 0.08% | -6.1% |
| Q2 2021 | $300,000 | +7.9% | 1,100 | 0.0% | 0.08% | -33.9% |
| Q1 2021 | $278,000 | +2.6% | 1,100 | 0.0% | 0.12% | -6.1% |
| Q4 2020 | $271,000 | +8.4% | 1,100 | 0.0% | 0.13% | -5.0% |
| Q3 2020 | $250,000 | +5.5% | 1,100 | 0.0% | 0.14% | +10.3% |
| Q2 2020 | $237,000 | -2.9% | 1,100 | -15.4% | 0.13% | -22.7% |
| Q1 2020 | $244,000 | -12.9% | 1,300 | 0.0% | 0.16% | -4.7% |
| Q4 2019 | $280,000 | – | 1,300 | – | 0.17% | – |
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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% |