CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 459 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
CLIFFORD SWAN INVESTMENT COUNSEL LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270,070
-3.6%
1,0000.0%0.01%0.0%
Q2 2023$280,252
+2.6%
1,0000.0%0.01%0.0%
Q1 2023$273,060
-3.8%
1,0000.0%0.01%
-8.3%
Q4 2022$283,710
+12.1%
1,0000.0%0.01%0.0%
Q3 2022$253,000
-5.9%
1,0000.0%0.01%0.0%
Q2 2022$269,000
-6.9%
1,0000.0%0.01%
+9.1%
Q1 2022$289,000
-3.7%
1,0000.0%0.01%0.0%
Q4 2021$300,000
+3.8%
1,0000.0%0.01%0.0%
Q3 2021$289,0000.0%1,0000.0%0.01%0.0%
Q2 2021$289,000
+14.7%
1,0000.0%0.01%
+10.0%
Q1 2021$252,000
+2.4%
1,0000.0%0.01%
-9.1%
Q4 2020$246,000
+8.4%
1,0000.0%0.01%0.0%
Q3 2020$227,000
+5.1%
1,0000.0%0.01%0.0%
Q2 2020$216,0000.0%1,0000.0%0.01%
+10.0%
Q4 2019$216,000
-3.1%
1,000
-9.1%
0.01%
-16.7%
Q3 2018$223,0001,1000.01%
Other shareholders
ISHARES TR shareholders Q2 2023
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