Curi RMB Capital, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 418 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Curi RMB Capital, 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 Q1 2022
NameSharesValueWeighting ↓
HT Partners LLC 87,720$11,429,916,0005.97%
LVZ, Inc. 54,430$6,978,0005.18%
Shamrock Asset Management LLC 125,822$16,132,0005.00%
Transamerica Financial Advisors, Inc. 385,137$49,379,0004.30%
Prospera Financial Services Inc 122,622$15,721,0004.25%
Quantitative Advantage, LLC 103,973$13,330,0003.10%
Arrow Investment Advisors, LLC 132,650$17,007,0003.07%
CINQUE PARTNERS LLC 37,916$4,861,0002.50%
Oakworth Capital, Inc. 26,936$3,454,0002.10%
Dorsey Wright & Associates 132,650$17,007,0002.00%
View complete list of ISHARES TR shareholders