OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 361 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$9,446
-89.5%
33
-90.1%
0.01%
-89.1%
Q3 2023$89,933
-3.6%
3330.0%0.05%0.0%
Q2 2023$93,324
+2.6%
3330.0%0.05%
-4.2%
Q1 2023$90,929
-3.8%
3330.0%0.05%
-5.9%
Q4 2022$94,475
+12.5%
3330.0%0.05%
+13.3%
Q3 2022$84,000
-6.7%
3330.0%0.04%0.0%
Q2 2022$90,000
-6.2%
3330.0%0.04%
+12.5%
Q1 2022$96,000
-4.0%
3330.0%0.04%
+2.6%
Q4 2021$100,000
+8.7%
3330.0%0.04%0.0%
Q3 2021$92,000
+1.1%
3330.0%0.04%
+39.3%
Q2 2021$91,000
+8.3%
3330.0%0.03%
+12.0%
Q1 2021$84,000
+2.4%
3330.0%0.02%0.0%
Q4 2020$82,000
+20.6%
333
+11.0%
0.02%
+8.7%
Q3 2020$68,000
+4.6%
3000.0%0.02%0.0%
Q2 2020$65,000
+16.1%
3000.0%0.02%0.0%
Q1 2020$56,000
-13.8%
3000.0%0.02%
+21.1%
Q4 2019$65,000
+14.0%
3000.0%0.02%
+5.6%
Q3 2019$57,000
-3.4%
3000.0%0.02%
-5.3%
Q2 2019$59,000
+1.7%
3000.0%0.02%0.0%
Q1 2019$58,000
+7.4%
3000.0%0.02%0.0%
Q4 2018$54,000
-33.3%
300
-25.0%
0.02%
-13.6%
Q3 2018$81,000
+14.1%
4000.0%0.02%
+10.0%
Q2 2018$71,000
+2.9%
4000.0%0.02%0.0%
Q1 2018$69,000
+40.8%
400
+25.8%
0.02%
+25.0%
Q1 2015$49,000
+6.5%
3180.0%0.02%
+6.7%
Q4 2014$46,000
+2.2%
3180.0%0.02%0.0%
Q3 2014$45,000
+9.8%
3180.0%0.02%
+15.4%
Q2 2014$41,0003180.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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