ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $620,924 | -4.5% | 2,299 | -0.9% | 0.00% | 0.0% |
| Q2 2023 | $649,940 | +5.3% | 2,319 | +2.6% | 0.00% | 0.0% |
| Q1 2023 | $617,149 | -10.1% | 2,260 | -6.6% | 0.00% | -33.3% |
| Q4 2022 | $686,330 | +11.2% | 2,419 | -0.8% | 0.00% | 0.0% |
| Q3 2022 | $617,000 | +1.5% | 2,439 | +7.9% | 0.00% | 0.0% |
| Q2 2022 | $608,000 | -6.9% | 2,260 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $653,000 | +6.7% | 2,260 | +10.8% | 0.00% | 0.0% |
| Q4 2021 | $612,000 | +12.1% | 2,039 | +3.1% | 0.00% | 0.0% |
| Q3 2021 | $546,000 | -2.5% | 1,977 | -3.7% | 0.00% | 0.0% |
| Q2 2021 | $560,000 | +8.1% | 2,052 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $518,000 | -8.2% | 2,052 | -10.5% | 0.00% | 0.0% |
| Q4 2020 | $564,000 | +1.3% | 2,294 | -6.4% | 0.00% | 0.0% |
| Q3 2020 | $557,000 | +1.5% | 2,452 | -3.8% | 0.00% | -33.3% |
| Q2 2020 | $549,000 | +14.6% | 2,548 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $479,000 | -25.0% | 2,548 | -14.0% | 0.00% | 0.0% |
| Q4 2019 | $639,000 | +3.1% | 2,964 | -9.6% | 0.00% | -25.0% |
| Q3 2019 | $620,000 | -14.4% | 3,278 | -11.6% | 0.00% | 0.0% |
| Q2 2019 | $724,000 | +14.4% | 3,707 | +13.4% | 0.00% | 0.0% |
| Q1 2019 | $633,000 | -35.3% | 3,268 | -39.6% | 0.00% | -42.9% |
| Q4 2018 | $979,000 | +140.5% | 5,414 | +170.2% | 0.01% | +250.0% |
| Q3 2018 | $407,000 | +14.0% | 2,004 | 0.0% | 0.00% | 0.0% |
| Q2 2018 | $357,000 | +3.2% | 2,004 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $346,000 | – | 2,004 | – | 0.00% | – |
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% |