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 2021 | $634,000 | +1.9% | 2,297 | +6.0% | 0.03% | -3.3% |
| Q2 2021 | $622,000 | -99.8% | 2,168 | +40.4% | 0.03% | -11.8% |
| Q1 2021 | $389,826,000 | +67932.5% | 1,544 | -33.7% | 0.03% | -69.4% |
| Q4 2020 | $573,000 | +14.1% | 2,329 | +0.0% | 0.11% | -29.3% |
| Q3 2020 | $502,000 | 0.0% | 2,328 | 0.0% | 0.16% | +9.0% |
| Q2 2020 | $502,000 | +25.5% | 2,328 | +9.3% | 0.14% | +125.0% |
| Q1 2020 | $400,000 | -14.5% | 2,130 | -1.9% | 0.06% | -34.7% |
| Q4 2019 | $468,000 | +12.8% | 2,171 | -1.1% | 0.10% | +18.1% |
| Q3 2019 | $415,000 | +18.2% | 2,196 | +22.0% | 0.08% | -50.0% |
| Q2 2019 | $351,000 | -17.4% | 1,800 | -18.0% | 0.17% | +110.1% |
| Q1 2019 | $425,000 | – | 2,195 | – | 0.08% | – |
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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% |