ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $918,238 | -3.6% | 3,400 | 0.0% | 0.02% | 0.0% |
| Q2 2023 | $952,858 | +2.6% | 3,400 | 0.0% | 0.02% | -10.5% |
| Q1 2023 | $928,404 | -9.1% | 3,400 | -5.6% | 0.02% | -13.6% |
| Q4 2022 | $1,021,640 | +12.1% | 3,601 | +0.0% | 0.02% | +4.8% |
| Q3 2022 | $911,000 | -5.9% | 3,600 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $968,000 | -6.9% | 3,600 | 0.0% | 0.02% | +16.7% |
| Q1 2022 | $1,040,000 | -3.8% | 3,600 | 0.0% | 0.02% | -5.3% |
| Q4 2021 | $1,081,000 | +8.9% | 3,600 | 0.0% | 0.02% | +5.6% |
| Q3 2021 | $993,000 | +1.1% | 3,600 | 0.0% | 0.02% | 0.0% |
| Q2 2021 | $982,000 | +9.6% | 3,600 | +1.4% | 0.02% | +5.9% |
| Q1 2021 | $896,000 | +2.6% | 3,550 | 0.0% | 0.02% | -5.6% |
| Q4 2020 | $873,000 | +8.2% | 3,550 | 0.0% | 0.02% | -5.3% |
| Q3 2020 | $807,000 | +6.9% | 3,550 | +1.4% | 0.02% | 0.0% |
| Q2 2020 | $755,000 | +14.9% | 3,500 | 0.0% | 0.02% | -5.0% |
| Q1 2020 | $657,000 | -13.0% | 3,500 | 0.0% | 0.02% | +17.6% |
| Q4 2019 | $755,000 | +14.0% | 3,500 | 0.0% | 0.02% | +6.2% |
| Q3 2019 | $662,000 | -3.1% | 3,500 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $683,000 | -3.8% | 3,500 | -4.4% | 0.02% | 0.0% |
| Q1 2019 | $710,000 | +19.1% | 3,662 | +11.1% | 0.02% | +6.7% |
| Q4 2018 | $596,000 | -10.9% | 3,295 | 0.0% | 0.02% | +7.1% |
| Q3 2018 | $669,000 | +12.6% | 3,295 | -1.2% | 0.01% | +16.7% |
| Q2 2018 | $594,000 | +3.5% | 3,335 | +0.3% | 0.01% | +9.1% |
| Q1 2018 | $574,000 | – | 3,325 | – | 0.01% | – |
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% |