MCMORGAN & CO 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
MCMORGAN & CO LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,525,567
-1.2%
24,162
+2.5%
1.21%
-2.9%
Q2 2023$6,606,531
+10.0%
23,573
+7.2%
1.24%
+0.5%
Q1 2023$6,005,017
-6.4%
21,991
-2.7%
1.24%
-10.2%
Q4 2022$6,413,796
+12.4%
22,607
+0.3%
1.38%
+2.0%
Q3 2022$5,704,00022,5441.35%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
HC Advisors, LLC 11,130$3,071,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders