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 2023 | $659,241 | -15.3% | 2,441 | -12.1% | 0.01% | -7.1% |
| Q2 2023 | $778,541 | -13.2% | 2,778 | -15.4% | 0.01% | -17.6% |
| Q1 2023 | $896,456 | +21.6% | 3,283 | +26.3% | 0.02% | +13.3% |
| Q4 2022 | $737,362 | +8.9% | 2,599 | -2.8% | 0.02% | +7.1% |
| Q3 2022 | $677,000 | -6.1% | 2,674 | -0.3% | 0.01% | -6.7% |
| Q2 2022 | $721,000 | -13.3% | 2,681 | -6.9% | 0.02% | +7.1% |
| Q1 2022 | $832,000 | -2.1% | 2,881 | +1.8% | 0.01% | +7.7% |
| Q4 2021 | $850,000 | +2.3% | 2,829 | -6.0% | 0.01% | 0.0% |
| Q3 2021 | $831,000 | +1.1% | 3,011 | 0.0% | 0.01% | +8.3% |
| Q2 2021 | $822,000 | +8.2% | 3,011 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $760,000 | +2.7% | 3,011 | 0.0% | 0.01% | -7.7% |
| Q4 2020 | $740,000 | -3.3% | 3,011 | -10.6% | 0.01% | -13.3% |
| Q3 2020 | $765,000 | +20.3% | 3,368 | +14.2% | 0.02% | +7.1% |
| Q2 2020 | $636,000 | +14.8% | 2,949 | 0.0% | 0.01% | -6.7% |
| Q1 2020 | $554,000 | -14.4% | 2,949 | -1.7% | 0.02% | +7.1% |
| Q4 2019 | $647,000 | +2.1% | 2,999 | -10.6% | 0.01% | 0.0% |
| Q3 2019 | $634,000 | +7.3% | 3,353 | +10.7% | 0.01% | +7.7% |
| Q2 2019 | $591,000 | -8.1% | 3,028 | -8.8% | 0.01% | -13.3% |
| Q1 2019 | $643,000 | +0.5% | 3,320 | -6.1% | 0.02% | -16.7% |
| Q4 2018 | $640,000 | -62.8% | 3,537 | -58.3% | 0.02% | -58.1% |
| Q3 2018 | $1,721,000 | +391.7% | 8,480 | +331.1% | 0.04% | +290.9% |
| Q2 2018 | $350,000 | +24.1% | 1,967 | +20.5% | 0.01% | 0.0% |
| Q1 2018 | $282,000 | -0.7% | 1,632 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $284,000 | -46.7% | 1,632 | -47.4% | 0.01% | -42.1% |
| Q3 2017 | $533,000 | +100.4% | 3,101 | +93.6% | 0.02% | +111.1% |
| Q2 2017 | $266,000 | -26.1% | 1,602 | -30.8% | 0.01% | -30.8% |
| Q1 2017 | $360,000 | +55.2% | 2,314 | +43.5% | 0.01% | +44.4% |
| Q4 2016 | $232,000 | -15.0% | 1,613 | -11.4% | 0.01% | -25.0% |
| Q3 2016 | $273,000 | +5.8% | 1,820 | +4.6% | 0.01% | 0.0% |
| Q2 2016 | $258,000 | +10.3% | 1,740 | +11.8% | 0.01% | 0.0% |
| Q4 2015 | $234,000 | -81.3% | 1,557 | -82.6% | 0.01% | -81.5% |
| Q3 2015 | $1,249,000 | -64.7% | 8,926 | -59.9% | 0.06% | -59.4% |
| Q2 2015 | $3,536,000 | +5.6% | 22,278 | +2.7% | 0.16% | +4.6% |
| Q1 2015 | $3,348,000 | +143.3% | 21,696 | +127.3% | 0.15% | +135.4% |
| Q4 2014 | $1,376,000 | – | 9,546 | – | 0.06% | – |
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% |