HBK Sorce Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 290 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
HBK Sorce Advisory LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$379,000
+8.6%
1,542
+0.3%
0.02%
-8.0%
Q3 2020$349,000
+5.4%
1,538
+0.3%
0.02%
+4.2%
Q2 2020$331,000
+14.9%
1,534
+0.3%
0.02%
-14.3%
Q1 2020$288,000
-11.1%
1,530
+1.8%
0.03%0.0%
Q4 2019$324,000
+14.5%
1,503
+0.3%
0.03%
+3.7%
Q3 2019$283,000
-3.1%
1,499
+0.3%
0.03%
-3.6%
Q2 2019$292,000
+1.0%
1,495
+0.1%
0.03%
-3.4%
Q1 2019$289,000
+7.8%
1,493
+0.7%
0.03%
-6.5%
Q4 2018$268,000
-10.4%
1,483
+0.5%
0.03%
-8.8%
Q3 2018$299,000
+14.1%
1,476
+0.3%
0.03%
+13.3%
Q2 2018$262,000
+3.1%
1,4720.0%0.03%
-6.2%
Q1 2018$254,000
-4.9%
1,472
-4.1%
0.03%
+3.2%
Q4 2017$267,000
+1.5%
1,535
+0.3%
0.03%
-22.5%
Q3 2017$263,000
+3.5%
1,531
+0.1%
0.04%
-2.4%
Q2 2017$254,000
+6.7%
1,5290.0%0.04%
+2.5%
Q1 2017$238,0001,5290.04%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders