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 | $729,675 | -3.6% | 2,702 | 0.0% | 0.10% | 0.0% |
| Q2 2023 | $757,186 | +2.6% | 2,702 | +0.0% | 0.10% | -4.0% |
| Q1 2023 | $737,656 | -0.0% | 2,701 | +3.8% | 0.10% | -2.0% |
| Q4 2022 | $737,908 | +15.5% | 2,601 | +2.9% | 0.10% | +5.2% |
| Q3 2022 | $639,000 | +4.6% | 2,527 | +11.2% | 0.10% | +3.2% |
| Q2 2022 | $611,000 | -6.9% | 2,272 | +0.0% | 0.09% | +4.4% |
| Q1 2022 | $656,000 | -3.8% | 2,271 | 0.0% | 0.09% | -5.3% |
| Q4 2021 | $682,000 | +8.9% | 2,271 | +0.0% | 0.10% | -1.0% |
| Q3 2021 | $626,000 | +1.1% | 2,270 | 0.0% | 0.10% | +3.2% |
| Q2 2021 | $619,000 | +8.0% | 2,270 | 0.0% | 0.09% | 0.0% |
| Q1 2021 | $573,000 | +2.7% | 2,270 | +0.0% | 0.09% | -10.6% |
| Q4 2020 | $558,000 | +8.3% | 2,269 | 0.0% | 0.10% | -2.8% |
| Q3 2020 | $515,000 | +5.3% | 2,269 | +0.0% | 0.11% | -0.9% |
| Q2 2020 | $489,000 | +34.0% | 2,268 | +16.7% | 0.11% | +12.5% |
| Q1 2020 | $365,000 | -8.8% | 1,943 | +4.8% | 0.10% | +15.7% |
| Q4 2019 | $400,000 | +11.1% | 1,854 | -2.6% | 0.08% | +3.8% |
| Q3 2019 | $360,000 | -3.2% | 1,904 | +0.1% | 0.08% | -4.8% |
| Q2 2019 | $372,000 | -5.8% | 1,903 | -6.7% | 0.08% | -10.6% |
| Q1 2019 | $395,000 | -2.0% | 2,039 | -8.5% | 0.09% | -13.8% |
| Q4 2018 | $403,000 | -10.8% | 2,228 | +0.0% | 0.11% | +5.8% |
| Q3 2018 | $452,000 | +20.5% | 2,227 | +5.9% | 0.10% | +9.6% |
| Q2 2018 | $375,000 | -1.8% | 2,103 | -5.0% | 0.09% | -7.8% |
| Q1 2018 | $382,000 | -4.5% | 2,214 | -3.6% | 0.10% | -5.6% |
| Q4 2017 | $400,000 | -4.8% | 2,296 | -6.1% | 0.11% | -9.2% |
| Q3 2017 | $420,000 | +4.2% | 2,446 | +0.8% | 0.12% | -11.9% |
| Q2 2017 | $403,000 | +13.2% | 2,426 | +6.0% | 0.14% | +5.5% |
| Q1 2017 | $356,000 | -4.3% | 2,289 | -11.3% | 0.13% | -9.9% |
| Q4 2016 | $372,000 | -2.6% | 2,581 | +1.5% | 0.14% | -7.8% |
| Q3 2016 | $382,000 | +1.3% | 2,543 | 0.0% | 0.15% | -1.3% |
| Q2 2016 | $377,000 | +2.7% | 2,543 | -2.5% | 0.16% | -1.9% |
| Q1 2016 | $367,000 | -4.9% | 2,608 | +1.4% | 0.16% | -17.2% |
| Q4 2015 | $386,000 | +5.8% | 2,573 | -1.3% | 0.19% | -5.0% |
| Q3 2015 | $365,000 | -11.8% | 2,608 | 0.0% | 0.20% | -3.8% |
| Q2 2015 | $414,000 | +3.0% | 2,608 | 0.0% | 0.21% | -0.9% |
| Q1 2015 | $402,000 | +4.1% | 2,608 | -2.7% | 0.21% | +2.9% |
| Q4 2014 | $386,000 | +7.2% | 2,680 | -0.0% | 0.21% | +2.5% |
| Q3 2014 | $360,000 | +1.1% | 2,681 | -3.6% | 0.20% | -6.9% |
| Q2 2014 | $356,000 | +4.1% | 2,781 | +0.0% | 0.22% | +5.4% |
| Q1 2014 | $342,000 | +5.6% | 2,780 | 0.0% | 0.20% | +1.0% |
| Q4 2013 | $324,000 | – | 2,780 | – | 0.20% | – |
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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% |