Hartford Financial Management Inc. - 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
Hartford Financial Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,831
-3.6%
510.0%0.00%0.0%
Q2 2023$14,353
+2.6%
510.0%0.00%0.0%
Q1 2023$13,985
-3.7%
510.0%0.00%0.0%
Q4 2022$14,529
+11.8%
510.0%0.00%0.0%
Q3 2022$13,000
-7.1%
510.0%0.00%0.0%
Q2 2022$14,000
-6.7%
510.0%0.00%0.0%
Q1 2022$15,0000.0%510.0%0.00%
+33.3%
Q4 2021$15,000
+7.1%
510.0%0.00%
-25.0%
Q3 2021$14,0000.0%510.0%0.00%
+33.3%
Q2 2021$14,000
+7.7%
510.0%0.00%0.0%
Q1 2021$13,0000.0%510.0%0.00%0.0%
Q4 2020$13,000
+8.3%
510.0%0.00%
-25.0%
Q3 2020$12,000
+9.1%
510.0%0.00%0.0%
Q2 2020$11,000
+10.0%
510.0%0.00%0.0%
Q1 2020$10,000
-9.1%
510.0%0.00%
+33.3%
Q4 2019$11,000
+10.0%
510.0%0.00%0.0%
Q3 2019$10,0000.0%510.0%0.00%0.0%
Q2 2019$10,0000.0%510.0%0.00%0.0%
Q1 2019$10,000
+11.1%
510.0%0.00%0.0%
Q4 2018$9,000
-10.0%
510.0%0.00%0.0%
Q3 2018$10,000
+11.1%
510.0%0.00%0.0%
Q2 2018$9,000
+12.5%
510.0%0.00%
-25.0%
Q1 2018$8,0000.0%510.0%0.00%0.0%
Q4 2017$8,0000.0%510.0%0.00%0.0%
Q3 2017$8,0000.0%510.0%0.00%0.0%
Q2 2017$8,000
+14.3%
51
+2.0%
0.00%0.0%
Q4 2016$7,0000.0%500.0%0.00%0.0%
Q3 2016$7,0000.0%500.0%0.00%0.0%
Q2 2016$7,0000.0%500.0%0.00%0.0%
Q1 2016$7,0000.0%50
+2.0%
0.00%0.0%
Q4 2015$7,000
+16.7%
490.0%0.00%0.0%
Q3 2015$6,000
-14.3%
490.0%0.00%0.0%
Q2 2015$7,0000.0%490.0%0.00%0.0%
Q4 2014$7,000
+16.7%
490.0%0.00%0.0%
Q3 2014$6,0000.0%49
+2.1%
0.00%0.0%
Q2 2014$6,000
+20.0%
480.0%0.00%
+33.3%
Q1 2014$5,0000.0%480.0%0.00%0.0%
Q4 2013$5,0000.0%480.0%0.00%0.0%
Q3 2013$5,000480.00%
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