ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 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 ↓ |
|---|---|---|---|
| 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% |