PRIO WEALTH LIMITED PARTNERSHIP - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 196 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 5.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$382,150
-3.6%
1,4150.0%0.02%
+7.1%
Q2 2023$396,558
+0.9%
1,415
-1.7%
0.01%
-6.7%
Q1 2023$393,207
-3.8%
1,4400.0%0.02%
-6.2%
Q4 2022$408,542
+22.8%
1,440
+9.5%
0.02%
+14.3%
Q3 2022$332,695
-5.8%
1,315
+0.2%
0.01%0.0%
Q2 2022$353,092
+93807.4%
1,313
+0.8%
0.01%
+16.7%
Q1 2022$376
-99.9%
1,303
-31.4%
0.01%
-20.0%
Q3 2016$285,000
+1.4%
1,9000.0%0.02%0.0%
Q2 2016$281,000
-38.9%
1,900
-42.0%
0.02%
-40.0%
Q1 2016$460,000
-14.3%
3,275
-8.6%
0.02%
-13.8%
Q4 2015$537,000
-0.2%
3,585
-6.9%
0.03%
-6.5%
Q3 2015$538,000
-11.9%
3,8500.0%0.03%0.0%
Q2 2015$611,000
+2.3%
3,850
-0.6%
0.03%
+3.3%
Q1 2015$597,000
+7.0%
3,8750.0%0.03%
+7.1%
Q4 2014$558,000
+6.7%
3,875
-0.6%
0.03%
+3.7%
Q3 2014$523,000
+0.8%
3,900
-3.7%
0.03%
+3.8%
Q2 2014$519,000
+4.2%
4,0500.0%0.03%
+4.0%
Q1 2014$498,000
+76.6%
4,050
+67.0%
0.02%
+78.6%
Q4 2013$282,000
+8.9%
2,4250.0%0.01%
-6.7%
Q3 2013$259,000
+3.2%
2,425
-3.6%
0.02%0.0%
Q2 2013$251,0002,5150.02%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders