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 | $542,481 | -3.2% | 2,000 | 0.0% | 0.03% | -2.9% |
| Q2 2023 | $560,505 | +2.6% | 2,000 | 0.0% | 0.04% | -2.8% |
| Q1 2023 | $546,120 | -11.3% | 2,000 | -7.8% | 0.04% | -12.2% |
| Q4 2022 | $615,651 | +10.3% | 2,170 | -1.7% | 0.04% | +5.1% |
| Q3 2022 | $558,000 | +3.7% | 2,207 | +10.4% | 0.04% | +11.4% |
| Q2 2022 | $538,000 | -6.9% | 2,000 | 0.0% | 0.04% | +12.9% |
| Q1 2022 | $578,000 | -3.8% | 2,000 | 0.0% | 0.03% | +3.3% |
| Q4 2021 | $601,000 | +8.9% | 2,000 | 0.0% | 0.03% | 0.0% |
| Q3 2021 | $552,000 | -7.8% | 2,000 | -8.9% | 0.03% | -6.2% |
| Q2 2021 | $599,000 | +8.1% | 2,195 | 0.0% | 0.03% | +3.2% |
| Q1 2021 | $554,000 | +2.6% | 2,195 | 0.0% | 0.03% | -6.1% |
| Q4 2020 | $540,000 | +8.2% | 2,195 | 0.0% | 0.03% | -17.5% |
| Q3 2020 | $499,000 | +5.5% | 2,195 | 0.0% | 0.04% | -2.4% |
| Q2 2020 | $473,000 | +14.8% | 2,195 | 0.0% | 0.04% | 0.0% |
| Q1 2020 | $412,000 | -16.8% | 2,195 | -4.3% | 0.04% | +2.5% |
| Q4 2019 | $495,000 | +14.1% | 2,294 | 0.0% | 0.04% | +5.3% |
| Q3 2019 | $434,000 | -3.1% | 2,294 | 0.0% | 0.04% | -5.0% |
| Q2 2019 | $448,000 | +0.7% | 2,294 | 0.0% | 0.04% | -2.4% |
| Q1 2019 | $445,000 | +7.2% | 2,294 | 0.0% | 0.04% | -8.9% |
| Q4 2018 | $415,000 | -10.8% | 2,294 | 0.0% | 0.04% | +9.8% |
| Q3 2018 | $465,000 | +13.7% | 2,294 | 0.0% | 0.04% | -2.4% |
| Q2 2018 | $409,000 | +3.3% | 2,294 | 0.0% | 0.04% | +2.4% |
| Q1 2018 | $396,000 | -18.7% | 2,294 | -17.9% | 0.04% | -12.8% |
| Q4 2017 | $487,000 | +1.5% | 2,794 | 0.0% | 0.05% | -9.6% |
| Q3 2017 | $480,000 | -12.4% | 2,794 | -15.2% | 0.05% | -14.8% |
| Q2 2017 | $548,000 | -22.5% | 3,294 | -27.4% | 0.06% | -22.8% |
| Q1 2017 | $707,000 | +8.1% | 4,540 | 0.0% | 0.08% | +2.6% |
| Q4 2016 | $654,000 | +55.3% | 4,540 | +62.1% | 0.08% | +42.6% |
| Q3 2016 | $421,000 | -0.5% | 2,800 | -1.8% | 0.05% | -3.6% |
| Q2 2016 | $423,000 | +5.5% | 2,850 | 0.0% | 0.06% | 0.0% |
| Q1 2016 | $401,000 | -6.3% | 2,850 | 0.0% | 0.06% | -11.1% |
| Q4 2015 | $428,000 | +7.3% | 2,850 | 0.0% | 0.06% | +1.6% |
| Q3 2015 | $399,000 | -11.7% | 2,850 | 0.0% | 0.06% | -6.1% |
| Q2 2015 | $452,000 | +2.7% | 2,850 | 0.0% | 0.07% | +3.1% |
| Q1 2015 | $440,000 | +7.1% | 2,850 | 0.0% | 0.06% | +3.2% |
| Q4 2014 | $411,000 | +7.3% | 2,850 | 0.0% | 0.06% | -1.6% |
| Q3 2014 | $383,000 | +4.9% | 2,850 | 0.0% | 0.06% | +5.0% |
| Q2 2014 | $365,000 | +4.0% | 2,850 | 0.0% | 0.06% | +1.7% |
| Q1 2014 | $351,000 | +5.7% | 2,850 | 0.0% | 0.06% | +3.5% |
| Q4 2013 | $332,000 | +8.9% | 2,850 | 0.0% | 0.06% | 0.0% |
| Q3 2013 | $305,000 | +6.6% | 2,850 | 0.0% | 0.06% | -1.7% |
| Q2 2013 | $286,000 | – | 2,850 | – | 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% |