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 | $7,979 | -22.4% | 29,426 | -20.2% | 0.02% | -17.4% |
| Q2 2023 | $10,283 | -38.4% | 36,856 | -39.9% | 0.02% | -43.9% |
| Q1 2023 | $16,689 | +8.9% | 61,294 | +13.5% | 0.04% | +2.5% |
| Q4 2022 | $15,331 | -99.9% | 53,995 | +30.6% | 0.04% | +37.9% |
| Q3 2022 | $10,474,000 | -3.1% | 41,355 | +2.9% | 0.03% | 0.0% |
| Q2 2022 | $10,807,000 | -8.1% | 40,187 | -1.3% | 0.03% | +26.1% |
| Q1 2022 | $11,760,000 | +183.3% | 40,721 | +167.7% | 0.02% | +187.5% |
| Q4 2021 | $4,151,000 | -1.3% | 15,211 | -0.2% | 0.01% | -11.1% |
| Q3 2021 | $4,205,000 | +1.3% | 15,240 | +0.2% | 0.01% | +12.5% |
| Q2 2021 | $4,151,000 | +9.8% | 15,211 | +1.6% | 0.01% | 0.0% |
| Q1 2021 | $3,780,000 | +4.5% | 14,974 | +1.8% | 0.01% | 0.0% |
| Q4 2020 | $3,617,000 | +20.4% | 14,707 | +11.2% | 0.01% | 0.0% |
| Q3 2020 | $3,004,000 | +128.8% | 13,222 | +89.2% | 0.01% | +100.0% |
| Q2 2020 | $1,313,000 | 0.0% | 6,990 | 0.0% | 0.00% | -20.0% |
| Q1 2020 | $1,313,000 | -12.6% | 6,990 | +0.3% | 0.01% | +25.0% |
| Q4 2019 | $1,503,000 | +3.7% | 6,969 | -9.1% | 0.00% | 0.0% |
| Q3 2019 | $1,449,000 | +3.3% | 7,665 | +6.7% | 0.00% | 0.0% |
| Q2 2019 | $1,403,000 | +17.4% | 7,187 | +16.5% | 0.00% | 0.0% |
| Q1 2019 | $1,195,000 | +1796.8% | 6,168 | +1393.5% | 0.00% | – |
| Q2 2016 | $63,000 | +6.8% | 413 | 0.0% | 0.00% | – |
| Q1 2016 | $59,000 | -4.8% | 413 | 0.0% | 0.00% | – |
| Q4 2015 | $62,000 | +5.1% | 413 | 0.0% | 0.00% | – |
| Q3 2015 | $59,000 | -9.2% | 413 | 0.0% | 0.00% | – |
| Q2 2015 | $65,000 | – | 413 | – | 0.00% | – |
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% |