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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $275,244 | -51.9% | 1,008 | -50.0% | 0.00% | -100.0% |
| Q4 2022 | $571,676 | -69.4% | 2,015 | -68.8% | 0.00% | -50.0% |
| Q1 2022 | $1,868,000 | -71.7% | 6,468 | -70.6% | 0.00% | -50.0% |
| Q4 2021 | $6,603,000 | -16.0% | 21,982 | -22.8% | 0.00% | 0.0% |
| Q3 2021 | $7,860,000 | +678.2% | 28,487 | +669.1% | 0.00% | +300.0% |
| Q2 2021 | $1,010,000 | -20.9% | 3,704 | -26.7% | 0.00% | 0.0% |
| Q1 2021 | $1,277,000 | +45.4% | 5,055 | +41.6% | 0.00% | – |
| Q4 2020 | $878,000 | +24.7% | 3,569 | +15.2% | 0.00% | – |
| Q3 2020 | $704,000 | -23.5% | 3,099 | -27.4% | 0.00% | -100.0% |
| Q2 2020 | $920,000 | -40.9% | 4,269 | -48.5% | 0.00% | 0.0% |
| Q1 2020 | $1,556,000 | -75.4% | 8,282 | -71.8% | 0.00% | -80.0% |
| Q4 2019 | $6,334,000 | +151.5% | 29,362 | +120.4% | 0.01% | +150.0% |
| Q3 2019 | $2,518,000 | +580.5% | 13,320 | +602.9% | 0.00% | – |
| Q2 2019 | $370,000 | -95.7% | 1,895 | -95.7% | 0.00% | -100.0% |
| Q1 2019 | $8,604,000 | +101.1% | 44,401 | +110.6% | 0.01% | +100.0% |
| Q3 2018 | $4,279,000 | -45.8% | 21,087 | -52.4% | 0.00% | -50.0% |
| Q2 2018 | $7,893,000 | +118.2% | 44,300 | +111.4% | 0.01% | +166.7% |
| Q1 2018 | $3,617,000 | -62.2% | 20,957 | -61.8% | 0.00% | -66.7% |
| Q4 2017 | $9,557,000 | +44.3% | 54,851 | +37.7% | 0.01% | +50.0% |
| Q2 2017 | $6,622,000 | -21.3% | 39,832 | -26.2% | 0.01% | -25.0% |
| Q1 2017 | $8,409,000 | +53.8% | 54,008 | +42.3% | 0.01% | +60.0% |
| Q4 2016 | $5,469,000 | -23.1% | 37,946 | -19.8% | 0.01% | -28.6% |
| Q3 2016 | $7,109,000 | +998.8% | 47,329 | +928.9% | 0.01% | +600.0% |
| Q1 2016 | $647,000 | -82.0% | 4,600 | -80.9% | 0.00% | -75.0% |
| Q4 2015 | $3,604,000 | -5.5% | 24,027 | -11.9% | 0.00% | -20.0% |
| Q3 2015 | $3,814,000 | +128.0% | 27,262 | +158.7% | 0.01% | +150.0% |
| Q2 2015 | $1,673,000 | +153.1% | 10,538 | +146.1% | 0.00% | +100.0% |
| Q1 2015 | $661,000 | +55.2% | 4,282 | +45.0% | 0.00% | – |
| Q4 2014 | $426,000 | -68.4% | 2,953 | -70.6% | 0.00% | -100.0% |
| Q3 2014 | $1,347,000 | -88.1% | 10,028 | -88.6% | 0.00% | -88.9% |
| Q2 2014 | $11,297,000 | +1001.1% | 88,117 | +900.6% | 0.01% | +800.0% |
| Q4 2013 | $1,026,000 | -67.9% | 8,806 | -70.5% | 0.00% | -66.7% |
| Q3 2013 | $3,197,000 | -75.3% | 29,897 | -76.8% | 0.00% | -76.9% |
| Q2 2013 | $12,933,000 | – | 129,081 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Sowa Financial Group, Inc. | 32,393 | $8,938,000 | 5.80% |
| CONSOLIDATED CAPITAL MANAGEMENT, LLC | 43,437 | $11,985,000 | 5.64% |
| First Citizens Financial Corp | 18,623 | $5,138,000 | 4.10% |
| Oakworth Capital, Inc. | 75,593 | $20,858,000 | 2.02% |
| HC Advisors, LLC | 11,130 | $3,071,000 | 2.02% |
| PGIM Custom Harvest LLC | 39,677 | $10,948,000 | 1.66% |
| TrueWealth Advisors, LLC | 9,506 | $2,623,000 | 1.48% |
| Mine & Arao Wealth Creation & Management, LLC. | 8,347 | $2,303,000 | 1.38% |
| PETTYJOHN, WOOD & WHITE, INC | 20,138 | $5,556,000 | 1.23% |
| AUA CAPITAL MANAGEMENT, LLC | 6,330 | $1,747,000 | 1.11% |