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 | $3,820,309 | -3.8% | 14,145 | -0.2% | 0.01% | 0.0% |
| Q2 2023 | $3,972,526 | +6.9% | 14,174 | +4.1% | 0.01% | 0.0% |
| Q1 2023 | $3,716,210 | -6.1% | 13,611 | -2.4% | 0.01% | -16.7% |
| Q4 2022 | $3,958,991 | +15.2% | 13,952 | +2.7% | 0.01% | 0.0% |
| Q3 2022 | $3,436,000 | +4.0% | 13,583 | +10.5% | 0.01% | +20.0% |
| Q2 2022 | $3,304,000 | -4.9% | 12,287 | +2.2% | 0.01% | 0.0% |
| Q1 2022 | $3,473,000 | -53.1% | 12,026 | -51.2% | 0.01% | -50.0% |
| Q4 2021 | $7,400,000 | +150.0% | 24,637 | +129.7% | 0.01% | +150.0% |
| Q3 2021 | $2,960,000 | +10.1% | 10,726 | +8.9% | 0.00% | 0.0% |
| Q2 2021 | $2,688,000 | +26.9% | 9,851 | +17.4% | 0.00% | +33.3% |
| Q1 2021 | $2,118,000 | +15.4% | 8,388 | +12.3% | 0.00% | 0.0% |
| Q4 2020 | $1,836,000 | +0.9% | 7,466 | -6.8% | 0.00% | -25.0% |
| Q3 2020 | $1,820,000 | +14.2% | 8,011 | +8.4% | 0.00% | 0.0% |
| Q2 2020 | $1,593,000 | +23.0% | 7,389 | +7.3% | 0.00% | 0.0% |
| Q1 2020 | $1,295,000 | -11.8% | 6,886 | +1.1% | 0.00% | +33.3% |
| Q4 2019 | $1,468,000 | +11.3% | 6,810 | -2.1% | 0.00% | 0.0% |
| Q3 2019 | $1,319,000 | -6.3% | 6,956 | -3.3% | 0.00% | -25.0% |
| Q2 2019 | $1,407,000 | -19.6% | 7,194 | -20.5% | 0.00% | -20.0% |
| Q1 2019 | $1,749,000 | +1.2% | 9,045 | -5.3% | 0.01% | -16.7% |
| Q4 2018 | $1,728,000 | -7.5% | 9,550 | +3.9% | 0.01% | +20.0% |
| Q3 2018 | $1,868,000 | +27.3% | 9,193 | +11.7% | 0.01% | 0.0% |
| Q2 2018 | $1,467,000 | +35.2% | 8,227 | +31.0% | 0.01% | +66.7% |
| Q1 2018 | $1,085,000 | +10.2% | 6,280 | +10.8% | 0.00% | 0.0% |
| Q4 2017 | $985,000 | +7.9% | 5,666 | +6.7% | 0.00% | 0.0% |
| Q3 2017 | $913,000 | -8.6% | 5,311 | -12.1% | 0.00% | -25.0% |
| Q2 2017 | $999,000 | -2.8% | 6,040 | -8.3% | 0.00% | 0.0% |
| Q1 2017 | $1,028,000 | +14.2% | 6,585 | +5.4% | 0.00% | 0.0% |
| Q4 2016 | $900,000 | +68.5% | 6,246 | +75.2% | 0.00% | +100.0% |
| Q3 2016 | $534,000 | -23.3% | 3,566 | -23.9% | 0.00% | -33.3% |
| Q2 2016 | $696,000 | +7.4% | 4,683 | +1.6% | 0.00% | 0.0% |
| Q1 2016 | $648,000 | +6.8% | 4,608 | +14.0% | 0.00% | 0.0% |
| Q4 2015 | $607,000 | +8.8% | 4,043 | +1.4% | 0.00% | 0.0% |
| Q3 2015 | $558,000 | -44.5% | 3,988 | -37.3% | 0.00% | 0.0% |
| Q2 2015 | $1,006,000 | +232.0% | 6,360 | +224.5% | 0.00% | +50.0% |
| Q1 2015 | $303,000 | +34.1% | 1,960 | +25.1% | 0.00% | +100.0% |
| Q4 2014 | $226,000 | +1.3% | 1,567 | -5.7% | 0.00% | -50.0% |
| Q3 2014 | $223,000 | +3.2% | 1,661 | -1.5% | 0.00% | 0.0% |
| Q2 2014 | $216,000 | +1.4% | 1,686 | -2.8% | 0.00% | 0.0% |
| Q1 2014 | $213,000 | – | 1,734 | – | 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% |