ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $796,000 | +2.8% | 2,884 | +1.7% | 0.05% | +1.9% |
| Q2 2021 | $774,000 | +9.9% | 2,836 | +1.6% | 0.05% | +2.0% |
| Q1 2021 | $704,000 | -0.3% | 2,791 | -2.8% | 0.05% | -5.6% |
| Q4 2020 | $706,000 | +57.9% | 2,872 | +53.3% | 0.05% | +38.5% |
| Q3 2020 | $447,000 | +11.5% | 1,874 | +0.8% | 0.04% | 0.0% |
| Q2 2020 | $401,000 | +44.8% | 1,860 | +26.3% | 0.04% | +21.9% |
| Q1 2020 | $277,000 | -93.0% | 1,473 | -92.8% | 0.03% | -92.6% |
| Q1 2019 | $3,961,000 | -46.8% | 20,439 | -50.4% | 0.43% | -53.3% |
| Q4 2018 | $7,452,000 | – | 41,215 | – | 0.92% | – |
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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% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 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% |