DOWLING & YAHNKE LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - 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 Q2 2022
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