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 | $90,473 | -3.6% | 335 | 0.0% | 0.00% | – |
| Q2 2023 | $93,885 | +2.6% | 335 | 0.0% | 0.00% | – |
| Q1 2023 | $91,475 | -3.8% | 335 | 0.0% | 0.00% | – |
| Q4 2022 | $95,043 | +11.8% | 335 | 0.0% | 0.00% | – |
| Q3 2022 | $85,000 | -5.6% | 335 | 0.0% | 0.00% | – |
| Q2 2022 | $90,000 | +25.0% | 335 | +34.0% | 0.00% | – |
| Q1 2022 | $72,000 | -4.0% | 250 | 0.0% | 0.00% | – |
| Q4 2021 | $75,000 | +8.7% | 250 | 0.0% | 0.00% | – |
| Q3 2021 | $69,000 | +1.5% | 250 | 0.0% | 0.00% | – |
| Q2 2021 | $68,000 | +172.0% | 250 | +150.0% | 0.00% | – |
| Q1 2021 | $25,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2020 | $25,000 | +8.7% | 100 | 0.0% | 0.00% | – |
| Q3 2020 | $23,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q2 2020 | $23,000 | – | 100 | – | 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% |