AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 324 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,087,362
-7.9%
7,729
-4.5%
0.02%
-11.5%
Q2 2023$2,267,040
+7.7%
8,089
+5.0%
0.03%0.0%
Q1 2023$2,104,154
-32.8%
7,706
-30.2%
0.03%
-38.1%
Q4 2022$3,132,484
+98.8%
11,041
+77.2%
0.04%
+75.0%
Q3 2022$1,576,000
+0.2%
6,231
+6.5%
0.02%0.0%
Q2 2022$1,573,000
-17.9%
5,851
-12.1%
0.02%
-7.7%
Q1 2022$1,917,000
-5.6%
6,660
-1.5%
0.03%
-16.1%
Q4 2021$2,031,000
+10.3%
6,762
+1.5%
0.03%0.0%
Q3 2021$1,841,000
+9.7%
6,662
+8.6%
0.03%
+3.3%
Q2 2021$1,678,000
+7.6%
6,134
-0.1%
0.03%
-11.8%
Q1 2021$1,560,000
+8.3%
6,142
+4.4%
0.03%0.0%
Q4 2020$1,440,000
-51.2%
5,885
-54.7%
0.03%
-27.7%
Q3 2020$2,953,000
+182.6%
12,988
+168.1%
0.05%
+56.7%
Q2 2020$1,045,000
+27.1%
4,845
+11.0%
0.03%
+20.0%
Q1 2020$822,000
-7.1%
4,365
+6.3%
0.02%
+19.0%
Q4 2019$885,000
+80.2%
4,107
+58.6%
0.02%
+5.0%
Q3 2019$491,000
+1.9%
2,590
+4.9%
0.02%
-4.8%
Q2 2019$482,000
+12.6%
2,468
+11.8%
0.02%
-8.7%
Q1 2019$428,000
+31.7%
2,208
+23.8%
0.02%
-58.2%
Q4 2018$325,0001,7840.06%
Other shareholders
ISHARES TR shareholders Q2 2020
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