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 | $27,640,584 | +23.9% | 102,346 | +28.5% | 1.02% | +21.1% |
| Q2 2023 | $22,317,339 | +8.9% | 79,633 | +6.1% | 0.84% | -1.1% |
| Q1 2023 | $20,501,072 | +25.9% | 75,079 | +30.8% | 0.85% | +15.6% |
| Q4 2022 | $16,283,535 | +48.7% | 57,395 | +44.7% | 0.74% | -55.7% |
| Q3 2021 | $10,948,000 | +65.4% | 39,677 | +63.6% | 1.66% | +35.8% |
| Q2 2021 | $6,619,000 | +17.0% | 24,259 | +8.2% | 1.22% | -11.9% |
| Q1 2021 | $5,658,000 | +188.8% | 22,415 | +181.3% | 1.39% | +115.4% |
| Q4 2020 | $1,959,000 | – | 7,968 | – | 0.64% | – |
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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% |