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 | $1,708,933 | -4.0% | 6,328 | -0.4% | 0.03% | -2.9% |
| Q2 2023 | $1,780,347 | +19.6% | 6,353 | +16.5% | 0.04% | +12.9% |
| Q1 2023 | $1,489,044 | +6.8% | 5,453 | +10.9% | 0.03% | -3.1% |
| Q4 2022 | $1,394,856 | +59.6% | 4,916 | +42.4% | 0.03% | +45.5% |
| Q3 2022 | $874,000 | -1.8% | 3,452 | +4.3% | 0.02% | +4.8% |
| Q2 2022 | $890,000 | +41.5% | 3,311 | +52.0% | 0.02% | +61.5% |
| Q1 2022 | $629,000 | +1.8% | 2,178 | +5.7% | 0.01% | +8.3% |
| Q4 2021 | $618,000 | +11.2% | 2,060 | +2.3% | 0.01% | 0.0% |
| Q3 2021 | $556,000 | -6.9% | 2,014 | -8.0% | 0.01% | -7.7% |
| Q2 2021 | $597,000 | +9.7% | 2,188 | +1.6% | 0.01% | 0.0% |
| Q1 2021 | $544,000 | +2.6% | 2,153 | -0.1% | 0.01% | -7.1% |
| Q4 2020 | $530,000 | +29.9% | 2,156 | +20.0% | 0.01% | +16.7% |
| Q3 2020 | $408,000 | +14.3% | 1,797 | +8.6% | 0.01% | +9.1% |
| Q2 2020 | $357,000 | +14.8% | 1,655 | +0.1% | 0.01% | -8.3% |
| Q1 2020 | $311,000 | +2.0% | 1,654 | +17.1% | 0.01% | +20.0% |
| Q4 2019 | $305,000 | +14.2% | 1,412 | 0.0% | 0.01% | 0.0% |
| Q3 2019 | $267,000 | -2.9% | 1,412 | +0.1% | 0.01% | -9.1% |
| Q2 2019 | $275,000 | +0.7% | 1,411 | +0.1% | 0.01% | 0.0% |
| Q1 2019 | $273,000 | +15.7% | 1,410 | +8.0% | 0.01% | 0.0% |
| Q4 2018 | $236,000 | -11.3% | 1,305 | -0.5% | 0.01% | +22.2% |
| Q3 2018 | $266,000 | – | 1,311 | – | 0.01% | – |
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% |