CLIFFORD SWAN INVESTMENT COUNSEL LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 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 Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders