DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
DOWLING & YAHNKE LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$247,000
-8.2%
975
-2.6%
0.01%
-15.4%
Q2 2022$269,000
-10.3%
1,001
-3.8%
0.01%0.0%
Q1 2022$300,000
-3.8%
1,0400.0%0.01%
-13.3%
Q4 2021$312,000
+8.7%
1,0400.0%0.02%
-6.2%
Q3 2021$287,000
+1.1%
1,0400.0%0.02%0.0%
Q2 2021$284,000
+1.8%
1,040
-5.9%
0.02%
-15.8%
Q1 2021$279,000
+2.6%
1,1050.0%0.02%0.0%
Q4 2020$272,000
+12.4%
1,105
+3.8%
0.02%0.0%
Q3 2020$242,000
-4.3%
1,065
-9.1%
0.02%
-9.5%
Q2 2020$253,000
+19.9%
1,172
+4.2%
0.02%
+5.0%
Q1 2020$211,000
-13.2%
1,1250.0%0.02%
+5.3%
Q4 2019$243,000
+12.5%
1,125
-1.3%
0.02%
+5.6%
Q3 2019$216,000
-6.5%
1,140
-3.8%
0.02%
-5.3%
Q2 2019$231,000
+5.0%
1,185
+4.4%
0.02%
-9.5%
Q1 2019$220,000
-14.1%
1,135
-11.0%
0.02%
-22.2%
Q4 2018$256,0001,2750.03%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders