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 | $1,885,089 | +0.4% | 6,980 | +4.2% | 0.02% | +4.3% |
| Q2 2023 | $1,877,131 | +16.5% | 6,698 | +13.5% | 0.02% | +9.5% |
| Q1 2023 | $1,611,327 | -3.6% | 5,901 | +0.2% | 0.02% | -8.7% |
| Q4 2022 | $1,671,336 | +44.1% | 5,891 | +28.5% | 0.02% | +35.3% |
| Q3 2022 | $1,160,000 | -17.7% | 4,586 | -12.5% | 0.02% | -15.0% |
| Q2 2022 | $1,409,000 | -39.3% | 5,240 | -34.8% | 0.02% | -31.0% |
| Q1 2022 | $2,321,000 | -12.1% | 8,036 | -8.5% | 0.03% | -9.4% |
| Q4 2021 | $2,639,000 | +51.8% | 8,786 | +39.5% | 0.03% | +39.1% |
| Q3 2021 | $1,738,000 | -24.3% | 6,300 | -25.1% | 0.02% | -28.1% |
| Q2 2021 | $2,295,000 | -19.4% | 8,410 | -25.4% | 0.03% | -25.6% |
| Q1 2021 | $2,846,000 | -11.8% | 11,274 | -14.0% | 0.04% | -20.4% |
| Q4 2020 | $3,225,000 | +0.9% | 13,114 | -6.7% | 0.05% | -8.5% |
| Q3 2020 | $3,195,000 | -3.6% | 14,061 | -8.6% | 0.06% | -11.9% |
| Q2 2020 | $3,316,000 | +20.8% | 15,377 | +5.2% | 0.07% | +9.8% |
| Q1 2020 | $2,745,000 | -4.9% | 14,614 | +9.2% | 0.06% | +13.0% |
| Q4 2019 | $2,886,000 | +56.9% | 13,377 | +37.5% | 0.05% | +45.9% |
| Q3 2019 | $1,839,000 | -3.0% | 9,730 | +0.3% | 0.04% | -5.1% |
| Q2 2019 | $1,895,000 | -6.4% | 9,704 | -7.1% | 0.04% | -9.3% |
| Q1 2019 | $2,024,000 | +18.5% | 10,449 | +10.6% | 0.04% | +2.4% |
| Q4 2018 | $1,708,000 | +20.7% | 9,449 | +35.5% | 0.04% | +35.5% |
| Q3 2018 | $1,415,000 | +255.5% | 6,974 | +212.2% | 0.03% | +210.0% |
| Q2 2018 | $398,000 | +19.5% | 2,234 | +15.5% | 0.01% | +11.1% |
| Q1 2018 | $333,000 | -1.2% | 1,934 | 0.0% | 0.01% | +12.5% |
| Q4 2017 | $337,000 | -0.3% | 1,934 | -1.7% | 0.01% | -11.1% |
| Q3 2017 | $338,000 | -10.6% | 1,968 | -13.5% | 0.01% | -18.2% |
| Q2 2017 | $378,000 | -33.2% | 2,276 | -37.4% | 0.01% | -31.2% |
| Q1 2017 | $566,000 | -25.7% | 3,636 | -31.2% | 0.02% | -30.4% |
| Q4 2016 | $762,000 | -13.8% | 5,286 | -10.3% | 0.02% | -17.9% |
| Q3 2016 | $884,000 | -7.6% | 5,890 | -8.8% | 0.03% | -12.5% |
| Q2 2016 | $957,000 | +1.6% | 6,455 | -3.7% | 0.03% | -3.0% |
| Q1 2016 | $942,000 | -10.7% | 6,705 | -4.7% | 0.03% | -10.8% |
| Q4 2015 | $1,055,000 | +68.8% | 7,035 | +57.4% | 0.04% | +60.9% |
| Q3 2015 | $625,000 | +10.2% | 4,470 | +25.0% | 0.02% | +21.1% |
| Q2 2015 | $567,000 | +16.7% | 3,575 | +13.5% | 0.02% | +18.8% |
| Q1 2015 | $486,000 | +10.7% | 3,150 | +3.3% | 0.02% | +14.3% |
| Q4 2014 | $439,000 | +17.1% | 3,050 | +9.1% | 0.01% | +7.7% |
| Q3 2014 | $375,000 | +1.1% | 2,795 | -3.5% | 0.01% | 0.0% |
| Q2 2014 | $371,000 | -3.4% | 2,895 | -7.4% | 0.01% | -7.1% |
| Q1 2014 | $384,000 | +14.3% | 3,125 | +8.3% | 0.01% | +16.7% |
| Q4 2013 | $336,000 | +34.9% | 2,885 | +23.6% | 0.01% | +20.0% |
| Q3 2013 | $249,000 | +15.3% | 2,335 | +7.9% | 0.01% | +11.1% |
| Q2 2013 | $216,000 | – | 2,165 | – | 0.01% | – |
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% |