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 | $23,975 | -3.3% | 88,772 | +0.4% | 0.05% | 0.0% |
| Q2 2023 | $24,787 | +5.5% | 88,444 | +2.8% | 0.05% | +2.0% |
| Q1 2023 | $23,493 | -3.2% | 86,037 | +0.6% | 0.05% | -15.5% |
| Q4 2022 | $24,259 | -99.9% | 85,509 | +1.9% | 0.06% | +5.5% |
| Q3 2022 | $21,224,000 | +21.4% | 83,891 | +29.1% | 0.06% | +19.6% |
| Q2 2022 | $17,478,000 | -4.7% | 64,996 | +2.3% | 0.05% | +9.5% |
| Q1 2022 | $18,339,000 | -3.1% | 63,504 | +0.8% | 0.04% | -2.3% |
| Q4 2021 | $18,932,000 | +9.4% | 63,030 | +0.5% | 0.04% | 0.0% |
| Q3 2021 | $17,313,000 | +4.1% | 62,747 | +2.9% | 0.04% | +2.4% |
| Q2 2021 | $16,630,000 | +10.2% | 60,951 | +1.9% | 0.04% | -2.3% |
| Q1 2021 | $15,097,000 | +2.9% | 59,804 | +0.2% | 0.04% | -2.3% |
| Q4 2020 | $14,676,000 | +24.2% | 59,681 | +14.8% | 0.04% | +10.0% |
| Q3 2020 | $11,813,000 | +10.4% | 51,994 | +4.7% | 0.04% | 0.0% |
| Q2 2020 | $10,704,000 | +21.0% | 49,639 | +5.4% | 0.04% | -2.4% |
| Q1 2020 | $8,847,000 | -24.0% | 47,108 | -12.8% | 0.04% | -6.8% |
| Q4 2019 | $11,647,000 | +15.1% | 53,992 | +0.9% | 0.04% | +2.3% |
| Q3 2019 | $10,118,000 | -3.0% | 53,522 | +0.2% | 0.04% | -6.5% |
| Q2 2019 | $10,433,000 | -2.0% | 53,431 | -2.8% | 0.05% | -6.1% |
| Q1 2019 | $10,651,000 | -6.0% | 54,968 | -12.3% | 0.05% | -18.3% |
| Q4 2018 | $11,332,000 | +23.8% | 62,673 | +39.0% | 0.06% | +36.4% |
| Q3 2018 | $9,151,000 | +20.6% | 45,103 | +5.9% | 0.04% | +10.0% |
| Q2 2018 | $7,586,000 | -1.2% | 42,575 | -4.3% | 0.04% | -4.8% |
| Q1 2018 | $7,680,000 | -0.3% | 44,493 | +0.7% | 0.04% | 0.0% |
| Q4 2017 | $7,701,000 | – | 44,202 | – | 0.04% | – |
Download | ||||||
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% |