Janney Montgomery Scott LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
Janney Montgomery Scott LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,124
-3.6%
7,864
+0.1%
0.01%0.0%
Q2 2023$2,203
+2.4%
7,859
-0.2%
0.01%
-11.1%
Q1 2023$2,151
-8.0%
7,877
-4.4%
0.01%0.0%
Q4 2022$2,338
-99.9%
8,240
-8.8%
0.01%
-10.0%
Q3 2022$2,287,000
+2.6%
9,040
+8.6%
0.01%0.0%
Q2 2022$2,229,000
-11.4%
8,322
-4.5%
0.01%
-9.1%
Q1 2022$2,516,000
-6.0%
8,711
-2.2%
0.01%
+10.0%
Q4 2021$2,676,000
+5.6%
8,910
-3.0%
0.01%
-9.1%
Q3 2021$2,535,000
-2.6%
9,188
-3.7%
0.01%0.0%
Q2 2021$2,602,000
+9.3%
9,537
+1.1%
0.01%
-8.3%
Q1 2021$2,380,000
-4.6%
9,429
-7.1%
0.01%0.0%
Q4 2020$2,495,000
+6.7%
10,146
-1.4%
0.01%
-7.7%
Q3 2020$2,338,000
-20.0%
10,290
-24.1%
0.01%
-27.8%
Q2 2020$2,923,000
+26.1%
13,556
+9.8%
0.02%0.0%
Q1 2020$2,318,000
+124.8%
12,343
+158.3%
0.02%
+157.1%
Q4 2019$1,031,000
+14.8%
4,779
+0.6%
0.01%0.0%
Q3 2019$898,000
-0.8%
4,749
+2.5%
0.01%0.0%
Q2 2019$905,000
-51.5%
4,635
-51.9%
0.01%
-53.3%
Q1 2019$1,866,000
-4.3%
9,627
-10.7%
0.02%
-21.1%
Q4 2018$1,949,000
+7.9%
10,776
+21.0%
0.02%
+18.8%
Q3 2018$1,807,000
+160.4%
8,905
+128.6%
0.02%
+128.6%
Q2 2018$694,000
+7.4%
3,896
+4.1%
0.01%0.0%
Q1 2018$646,000
-30.4%
3,741
-29.8%
0.01%
-30.0%
Q4 2017$928,000
+6.2%
5,328
+4.8%
0.01%0.0%
Q3 2017$874,000
-24.8%
5,084
-27.2%
0.01%
-33.3%
Q2 2017$1,162,000
-37.6%
6,987
-41.5%
0.02%
-40.0%
Q1 2017$1,861,000
+9.7%
11,951
+1.6%
0.02%
-3.8%
Q4 2016$1,696,000
+64.5%
11,766
+71.4%
0.03%
+44.4%
Q3 2016$1,031,000
-17.1%
6,863
-18.1%
0.02%
-28.0%
Q2 2016$1,244,000
+101.3%
8,382
+90.5%
0.02%
+56.2%
Q1 2016$618,000
+3.0%
4,400
+9.9%
0.02%
+6.7%
Q4 2015$600,000
+13.6%
4,002
+6.0%
0.02%0.0%
Q3 2015$528,000
-99.9%
3,774
-11.1%
0.02%
+7.1%
Q2 2015$673,793,000
+97977.6%
4,245
-4.7%
0.01%
+7.7%
Q1 2015$687,000
-99.9%
4,454
-44.2%
0.01%
-43.5%
Q4 2014$1,150,877,000
+162.1%
7,985
+144.3%
0.02%
+155.6%
Q3 2014$439,017,000
+2.8%
3,268
-1.9%
0.01%0.0%
Q2 2014$426,939,000
-30.1%
3,330
-32.9%
0.01%
-40.0%
Q1 2014$610,721,000
+25.3%
4,964
+18.6%
0.02%
+15.4%
Q4 2013$487,511,000
-54.3%
4,185
-58.1%
0.01%
-59.4%
Q3 2013$1,066,741,0009,9770.03%
Other shareholders
ISHARES TR shareholders Q4 2020
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