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 | $252,245 | -35.4% | 934 | -33.0% | 0.00% | 0.0% |
| Q2 2023 | $390,672 | +2.6% | 1,394 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $380,646 | -60.4% | 1,394 | -82.8% | 0.00% | -50.0% |
| Q4 2022 | $960,828 | +172.2% | 8,109 | +481.7% | 0.00% | 0.0% |
| Q3 2022 | $353,000 | +73.0% | 1,394 | +68.0% | 0.00% | +100.0% |
| Q4 2020 | $204,000 | -88.7% | 830 | -92.9% | 0.00% | -90.9% |
| Q1 2017 | $1,809,000 | -6.8% | 11,618 | -13.7% | 0.01% | -8.3% |
| Q4 2016 | $1,940,000 | -4.4% | 13,460 | -0.4% | 0.01% | -7.7% |
| Q3 2016 | $2,029,000 | +27.2% | 13,509 | +25.6% | 0.01% | +18.2% |
| Q2 2016 | $1,595,000 | +403.2% | 10,753 | +410.1% | 0.01% | +450.0% |
| Q4 2015 | $317,000 | +6.0% | 2,108 | -1.4% | 0.00% | 0.0% |
| Q3 2015 | $299,000 | -5.4% | 2,139 | +7.5% | 0.00% | 0.0% |
| Q2 2015 | $316,000 | -4.5% | 1,989 | -7.4% | 0.00% | 0.0% |
| Q1 2015 | $331,000 | +13.0% | 2,147 | +5.5% | 0.00% | 0.0% |
| Q4 2014 | $293,000 | -11.2% | 2,036 | -17.2% | 0.00% | 0.0% |
| Q3 2014 | $330,000 | – | 2,458 | – | 0.00% | – |
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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% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 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% |