ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,946 | +2.9% | 7,207 | +6.8% | 1.49% | +8.3% |
| Q2 2023 | $1,891 | +14.1% | 6,749 | +11.2% | 1.38% | +11.7% |
| Q1 2023 | $1,657 | +2.7% | 6,068 | +6.8% | 1.23% | +0.1% |
| Q4 2022 | $1,613 | -99.9% | 5,684 | +12.3% | 1.23% | +19.1% |
| Q3 2022 | $1,280,000 | +18.6% | 5,061 | +26.2% | 1.03% | +25.0% |
| Q2 2022 | $1,079,000 | +1.5% | 4,011 | +9.0% | 0.83% | +10.7% |
| Q1 2022 | $1,063,000 | +5.1% | 3,680 | +9.4% | 0.75% | +11.0% |
| Q4 2021 | $1,011,000 | +11.0% | 3,365 | +1.9% | 0.67% | +1.5% |
| Q3 2021 | $911,000 | -1.7% | 3,301 | -2.8% | 0.66% | -2.1% |
| Q2 2021 | $927,000 | +2.8% | 3,397 | -4.9% | 0.68% | -4.6% |
| Q1 2021 | $902,000 | -5.5% | 3,572 | -8.0% | 0.71% | -8.3% |
| Q4 2020 | $955,000 | +3.2% | 3,882 | -4.6% | 0.77% | -5.0% |
| Q3 2020 | $925,000 | +4.8% | 4,070 | -0.6% | 0.82% | -1.1% |
| Q2 2020 | $883,000 | -1.9% | 4,096 | -1.8% | 0.82% | -1.0% |
| Q4 2019 | $900,000 | +12.5% | 4,173 | -1.4% | 0.83% | +8.5% |
| Q3 2019 | $800,000 | -3.0% | 4,232 | +0.2% | 0.77% | -8.4% |
| Q2 2019 | $825,000 | +0.4% | 4,223 | -0.5% | 0.84% | -14.3% |
| Q1 2019 | $822,000 | +13.2% | 4,243 | +5.7% | 0.98% | +8.9% |
| Q4 2018 | $726,000 | -11.7% | 4,013 | -0.9% | 0.90% | +17.4% |
| Q3 2018 | $822,000 | +12.8% | 4,051 | -1.0% | 0.76% | +8.5% |
| Q2 2018 | $729,000 | -2.5% | 4,092 | -5.6% | 0.70% | -4.0% |
| Q1 2018 | $748,000 | – | 4,335 | – | 0.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 34,434 | $8,712,000 | 6.88% |
| Kalos Management, Inc. | 7,330 | $1,924,000 | 4.75% |
| First Citizens Financial Corp | 18,196 | $4,604,000 | 4.53% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 21,003 | $5,314,000 | 3.34% |
| Goodwin Investment Advisory | 15,618 | $3,951,000 | 2.99% |
| ETFIDEA, LLC | 19,832 | $5,017,568 | 2.59% |
| Oakworth Capital, Inc. | 82,156 | $20,785,000 | 2.30% |
| HC Advisors, LLC | 12,493 | $3,161,000 | 2.18% |
| Wealth Enhancement & Preservation of GA, LLC | 5,107 | $1,292,000 | 2.07% |
| HWG Holdings LP | 9,381 | $2,373,000 | 1.70% |