BANK OF MONTREAL /CAN/ - ISHARES TR ownership

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
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,412,669
+2.3%
15,732
+2.2%
0.00%
+100.0%
Q2 2023$4,314,334
-60.0%
15,388
-58.5%
0.00%
-80.0%
Q4 2022$10,798,279
+169.6%
37,068
+155.0%
0.01%
+150.0%
Q3 2022$4,005,000
+0.4%
14,535
+0.8%
0.00%0.0%
Q2 2022$3,990,000
-20.9%
14,416
-16.7%
0.00%0.0%
Q1 2022$5,045,000
-17.4%
17,303
-14.3%
0.00%
-33.3%
Q4 2021$6,110,000
-91.8%
20,194
-92.2%
0.00%
-91.2%
Q3 2021$74,535,000
+14.1%
257,747
+7.9%
0.03%
+3.0%
Q2 2021$65,344,000
+28.3%
238,768
+18.4%
0.03%0.0%
Q1 2021$50,921,000
+3453.5%
201,720
+3500.2%
0.03%
+3200.0%
Q4 2020$1,433,000
-37.5%
5,603
-44.6%
0.00%
-50.0%
Q3 2020$2,294,000
-64.8%
10,118
-66.1%
0.00%
-66.7%
Q2 2020$6,514,000
+56.9%
29,851
+33.3%
0.01%
+20.0%
Q1 2020$4,151,000
-89.7%
22,386
-88.0%
0.01%
-83.3%
Q4 2019$40,347,000
+7.0%
187,039
-6.2%
0.03%
-9.1%
Q3 2019$37,706,000
+292.7%
199,447
+305.6%
0.03%
+312.5%
Q2 2019$9,601,000
-4.5%
49,169
-5.2%
0.01%
-11.1%
Q1 2019$10,053,000
-83.8%
51,886
-84.9%
0.01%
-84.7%
Q4 2018$62,217,000
+872.4%
344,095
+991.3%
0.06%
+1080.0%
Q3 2018$6,398,000
+41.5%
31,532
+24.2%
0.01%
+25.0%
Q2 2018$4,523,000
-0.9%
25,389
-4.0%
0.00%0.0%
Q1 2018$4,562,000
-91.9%
26,434
-91.8%
0.00%
-91.8%
Q4 2017$56,071,000
+33.2%
321,823
+31.4%
0.05%
+25.6%
Q3 2017$42,102,000
+81.9%
244,980
+76.0%
0.04%
+77.3%
Q2 2017$23,140,000
+379.4%
139,183
+348.9%
0.02%
+340.0%
Q1 2017$4,827,000
-32.9%
31,002
-38.1%
0.01%
-37.5%
Q4 2016$7,191,000
+246.2%
50,046
+261.8%
0.01%
+300.0%
Q3 2016$2,077,000
-4.8%
13,833
-6.0%
0.00%0.0%
Q2 2016$2,181,000
+10.9%
14,709
+5.1%
0.00%0.0%
Q1 2016$1,967,000
-52.7%
13,995
-49.5%
0.00%
-60.0%
Q4 2015$4,155,000
-47.8%
27,700
-51.3%
0.01%
-54.5%
Q3 2015$7,962,000
-83.4%
56,901
-81.2%
0.01%
-80.4%
Q2 2015$47,974,000
+8.2%
302,261
+5.2%
0.06%
+9.8%
Q1 2015$44,346,000
+1232.9%
287,365
+1145.1%
0.05%
+1175.0%
Q4 2014$3,327,000
-90.1%
23,079
-90.8%
0.00%
-89.5%
Q3 2014$33,672,000
+11.7%
250,638
+6.6%
0.04%
+11.8%
Q2 2014$30,143,000
+10.1%
235,106
+5.7%
0.03%
-2.9%
Q1 2014$27,370,000
+29.6%
222,463
+22.7%
0.04%
+20.7%
Q4 2013$21,116,000
+49.0%
181,266
+36.8%
0.03%
+31.8%
Q3 2013$14,171,000
+40.1%
132,542
+31.3%
0.02%
+22.2%
Q2 2013$10,114,000100,9410.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders