Forvis Mazars Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 374 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
Forvis Mazars Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$344,644
-1.0%
5,6250.0%0.01%0.0%
Q1 2024$348,188
+8.1%
5,625
+400.0%
0.01%0.0%
Q4 2023$322,020
+6.0%
1,1250.0%0.01%0.0%
Q3 2023$303,829
-3.6%
1,1250.0%0.01%0.0%
Q2 2023$315,284
+2.6%
1,1250.0%0.01%
-10.0%
Q1 2023$307,193
-3.8%
1,1250.0%0.01%
-9.1%
Q4 2022$319,174
+12.0%
1,1250.0%0.01%
-8.3%
Q3 2022$285,000
-5.9%
1,1250.0%0.01%0.0%
Q2 2022$303,000
-6.8%
1,1250.0%0.01%
-14.3%
Q1 2022$325,000
-3.8%
1,1250.0%0.01%0.0%
Q4 2021$338,000
+9.0%
1,1250.0%0.01%0.0%
Q3 2021$310,000
+3.3%
1,125
+2.3%
0.01%0.0%
Q2 2021$300,000
+7.9%
1,1000.0%0.01%0.0%
Q1 2021$278,000
+2.6%
1,1000.0%0.01%0.0%
Q4 2020$271,000
+8.4%
1,1000.0%0.01%
-6.7%
Q3 2020$250,000
+5.5%
1,1000.0%0.02%0.0%
Q2 2020$237,000
+14.5%
1,1000.0%0.02%
-11.8%
Q1 2020$207,000
-12.7%
1,1000.0%0.02%0.0%
Q4 2019$237,000
+13.9%
1,1000.0%0.02%0.0%
Q3 2019$208,000
-3.3%
1,1000.0%0.02%0.0%
Q2 2019$215,000
+0.9%
1,1000.0%0.02%
-5.6%
Q1 2019$213,000
-27.6%
1,100
-32.4%
0.02%
-40.0%
Q4 2018$294,000
-10.9%
1,6270.0%0.03%
+3.4%
Q3 2018$330,000
+13.8%
1,6270.0%0.03%
+3.6%
Q2 2018$290,0001,6270.03%
Other shareholders
ISHARES TR shareholders Q4 2020
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