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 2023 | $181,161 | -3.6% | 671 | 0.0% | 0.02% | -4.5% |
| Q2 2023 | $187,991 | +2.8% | 671 | +0.1% | 0.02% | -8.3% |
| Q1 2023 | $182,822 | -3.5% | 670 | +0.3% | 0.02% | -14.3% |
| Q4 2022 | $189,436 | +12.8% | 668 | +0.3% | 0.03% | +3.7% |
| Q3 2022 | $168,000 | -5.6% | 666 | +0.5% | 0.03% | -6.9% |
| Q2 2022 | $178,000 | -6.8% | 663 | +0.2% | 0.03% | 0.0% |
| Q1 2022 | $191,000 | -3.5% | 662 | +0.3% | 0.03% | -3.3% |
| Q4 2021 | $198,000 | +37.5% | 660 | +26.4% | 0.03% | +25.0% |
| Q3 2021 | $144,000 | +1.4% | 522 | +0.4% | 0.02% | -4.0% |
| Q2 2021 | $142,000 | -5.3% | 520 | -12.3% | 0.02% | -13.8% |
| Q1 2021 | $150,000 | +3.4% | 593 | +0.2% | 0.03% | -6.5% |
| Q4 2020 | $145,000 | +8.2% | 592 | +0.3% | 0.03% | -6.1% |
| Q3 2020 | $134,000 | +5.5% | 590 | +0.5% | 0.03% | -13.2% |
| Q2 2020 | $127,000 | +56.8% | 587 | +36.5% | 0.04% | -9.5% |
| Q1 2020 | $81,000 | +3.8% | 430 | +18.8% | 0.04% | +20.0% |
| Q4 2019 | $78,000 | +16.4% | 362 | +0.3% | 0.04% | -2.8% |
| Q3 2019 | $67,000 | -4.3% | 361 | +0.3% | 0.04% | -5.3% |
| Q2 2019 | $70,000 | 0.0% | 360 | +0.3% | 0.04% | -9.5% |
| Q1 2019 | $70,000 | +84.2% | 359 | +92.0% | 0.04% | +90.9% |
| Q3 2018 | $38,000 | +15.2% | 187 | +0.5% | 0.02% | +15.8% |
| Q2 2018 | $33,000 | -32.7% | 186 | -35.2% | 0.02% | -38.7% |
| Q1 2018 | $49,000 | -2.0% | 287 | +0.3% | 0.03% | -8.8% |
| Q4 2017 | $50,000 | – | 286 | – | 0.03% | – |
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% |