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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,160,000 | -2.7% | 4,018 | +1.3% | 0.74% | -9.8% |
| Q4 2021 | $1,192,000 | +8.9% | 3,968 | 0.0% | 0.82% | -2.0% |
| Q3 2021 | $1,095,000 | -0.4% | 3,968 | -1.5% | 0.83% | -2.2% |
| Q2 2021 | $1,099,000 | +10.2% | 4,028 | +2.0% | 0.85% | -4.7% |
| Q1 2021 | $997,000 | +0.1% | 3,950 | -2.5% | 0.90% | -5.2% |
| Q4 2020 | $996,000 | – | 4,050 | – | 0.94% | – |
Download | ||||||
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% |