HBK Sorce Advisory LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 355 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

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 Q1 2021
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 94,980$25,651,2496.98%
Sowa Financial Group, Inc. 34,404$9,2926.98%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 42,634$11,514,1686.10%
First Citizens Financial Corp 21,694$5,858,8994.13%
HC Advisors, LLC 15,817$4,271,6972.54%
ETFIDEA, LLC 20,177$5,449,2792.31%
MRA Advisory Group 11,633$3,141,6722.24%
Oakworth Capital, Inc. 78,780$21,275,8101.93%
FINANCIAL LIFE ADVISORS 14,296$3,862,1311.66%
Mine & Arao Wealth Creation & Management, LLC. 9,603$2,593,3891.58%
View complete list of ISHARES TR shareholders