AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 466 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,696,668
-23.2%
27,692
-22.5%
0.01%
-40.0%
Q1 2024$2,210,548
+9.0%
35,712
+403.9%
0.02%0.0%
Q4 2023$2,028,480
-2.8%
7,087
-8.3%
0.02%
-13.0%
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 2023
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders