RMB Capital Management, 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
RMB Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$216,000
-64.0%
855
-61.7%
0.01%
-27.3%
Q2 2022$600,000
+86.9%
2,230
+100.5%
0.01%
+10.0%
Q1 2022$321,000
-9.8%
1,112
-6.2%
0.01%
-9.1%
Q4 2021$356,000
+9.5%
1,185
+0.6%
0.01%0.0%
Q3 2021$325,000
+0.9%
1,1780.0%0.01%0.0%
Q2 2021$322,000
+8.8%
1,178
+0.4%
0.01%0.0%
Q1 2021$296,000
+2.4%
1,1730.0%0.01%0.0%
Q4 2020$289,000
+16.1%
1,173
+7.1%
0.01%0.0%
Q3 2020$249,000
+6.0%
1,095
+0.4%
0.01%
+10.0%
Q2 2020$235,000
+15.2%
1,091
+0.6%
0.01%0.0%
Q1 2020$204,000
-12.8%
1,0840.0%0.01%
+42.9%
Q4 2019$234,000
+15.3%
1,084
+0.7%
0.01%
+40.0%
Q3 2019$203,000
-3.3%
1,0760.0%0.01%0.0%
Q2 2019$210,000
+1.0%
1,076
+0.3%
0.01%0.0%
Q1 2019$208,000
-2.8%
1,073
+1.6%
0.01%0.0%
Q3 2018$214,0001,0560.01%
Other shareholders
ISHARES TR shareholders Q4 2020
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