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 | $87,773 | -3.6% | 325 | 0.0% | 0.04% | 0.0% |
| Q2 2023 | $91,082 | +2.6% | 325 | 0.0% | 0.04% | -4.3% |
| Q1 2023 | $88,745 | -3.8% | 325 | 0.0% | 0.05% | -4.2% |
| Q4 2022 | $92,206 | +2.5% | 325 | -8.5% | 0.05% | -5.9% |
| Q3 2022 | $90,000 | -7.2% | 355 | 0.0% | 0.05% | -1.9% |
| Q2 2022 | $97,000 | -5.8% | 355 | 0.0% | 0.05% | +4.0% |
| Q1 2022 | $103,000 | -3.7% | 355 | 0.0% | 0.05% | -2.0% |
| Q4 2021 | $107,000 | -18.9% | 355 | -26.0% | 0.05% | -29.2% |
| Q3 2021 | $132,000 | +0.8% | 480 | 0.0% | 0.07% | +4.3% |
| Q2 2021 | $131,000 | +8.3% | 480 | 0.0% | 0.07% | +1.5% |
| Q1 2021 | $121,000 | -17.1% | 480 | -19.3% | 0.07% | -24.4% |
| Q4 2020 | $146,000 | – | 595 | – | 0.09% | – |
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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% |