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 | $642,226 | -3.6% | 2,378 | 0.0% | 0.08% | 0.0% |
| Q2 2023 | $666,440 | +2.6% | 2,378 | 0.0% | 0.08% | -3.5% |
| Q1 2023 | $649,337 | -3.2% | 2,378 | +0.5% | 0.09% | -8.5% |
| Q4 2022 | $670,974 | +12.2% | 2,365 | 0.0% | 0.09% | -3.1% |
| Q3 2022 | $598,000 | -6.0% | 2,365 | 0.0% | 0.10% | -2.0% |
| Q2 2022 | $636,000 | -6.9% | 2,365 | 0.0% | 0.10% | +3.1% |
| Q1 2022 | $683,000 | +5.7% | 2,365 | +10.0% | 0.10% | +4.3% |
| Q4 2021 | $646,000 | +8.9% | 2,150 | 0.0% | 0.09% | 0.0% |
| Q3 2021 | $593,000 | +1.0% | 2,150 | 0.0% | 0.09% | 0.0% |
| Q2 2021 | $587,000 | +108.9% | 2,150 | +92.8% | 0.09% | +100.0% |
| Q1 2021 | $281,000 | +2.6% | 1,115 | 0.0% | 0.05% | -6.1% |
| Q4 2020 | $274,000 | +8.3% | 1,115 | 0.0% | 0.05% | +2.1% |
| Q3 2020 | $253,000 | -16.5% | 1,115 | -20.6% | 0.05% | -22.6% |
| Q2 2020 | $303,000 | +41.6% | 1,405 | +23.2% | 0.06% | -16.2% |
| Q1 2020 | $214,000 | -13.0% | 1,140 | 0.0% | 0.07% | +12.1% |
| Q4 2019 | $246,000 | +13.9% | 1,140 | 0.0% | 0.07% | +6.5% |
| Q3 2019 | $216,000 | -3.1% | 1,140 | 0.0% | 0.06% | -4.6% |
| Q2 2019 | $223,000 | +0.9% | 1,140 | 0.0% | 0.06% | -3.0% |
| Q1 2019 | $221,000 | +7.3% | 1,140 | 0.0% | 0.07% | -5.6% |
| Q4 2018 | $206,000 | -20.5% | 1,140 | -10.6% | 0.07% | -6.6% |
| Q3 2018 | $259,000 | +14.1% | 1,275 | 0.0% | 0.08% | +7.0% |
| Q2 2018 | $227,000 | – | 1,275 | – | 0.07% | – |
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% |