Palisades Hudson Asset Management, L.P. - 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
Palisades Hudson Asset Management, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$330
-3.8%
1,2230.0%0.18%
+1.7%
Q2 2023$343
+3.0%
1,223
+0.2%
0.18%0.0%
Q1 2023$333
-5.4%
1,221
-1.7%
0.18%
-8.2%
Q4 2022$352
-99.9%
1,242
+0.2%
0.19%
+2.6%
Q3 2022$313,000
-5.7%
1,239
+0.4%
0.19%
+1.6%
Q2 2022$332,000
-6.7%
1,234
+0.2%
0.19%
+12.0%
Q1 2022$356,000
-3.5%
1,231
+0.2%
0.17%
+5.1%
Q4 2021$369,000
+9.2%
1,228
+0.2%
0.16%
+1.9%
Q3 2021$338,000
+1.5%
1,225
+0.3%
0.16%
+4.0%
Q2 2021$333,000
+2.1%
1,221
-5.6%
0.15%
-3.9%
Q1 2021$326,000
+2.8%
1,293
+0.3%
0.16%
-5.5%
Q4 2020$317,000
-5.9%
1,289
-13.2%
0.16%
-24.8%
Q3 2020$337,000
+5.6%
1,485
+0.3%
0.22%0.0%
Q2 2020$319,000
+15.2%
1,480
+0.3%
0.22%
-7.2%
Q1 2020$277,000
-12.9%
1,476
+0.3%
0.24%
+15.2%
Q4 2019$318,000
+12.8%
1,472
-1.3%
0.20%
+3.6%
Q3 2019$282,000
-2.8%
1,492
+0.3%
0.20%
-2.0%
Q2 2019$290,000
+1.0%
1,487
+0.2%
0.20%
+8.6%
Q1 2019$287,000
+7.9%
1,484
+1.0%
0.18%
+18.6%
Q4 2018$266,000
-10.4%
1,470
+0.5%
0.16%
+2.0%
Q3 2018$297,000
+14.2%
1,463
+0.2%
0.15%
+9.3%
Q2 2018$260,000
+3.2%
1,4600.0%0.14%
+2.2%
Q1 2018$252,000
-0.8%
1,460
+0.3%
0.14%
-2.1%
Q4 2017$254,000
+1.6%
1,456
+0.3%
0.14%
-1.4%
Q3 2017$250,000
+3.7%
1,452
+0.2%
0.14%
+0.7%
Q2 2017$241,000
+7.1%
1,449
+0.3%
0.14%
-1.4%
Q1 2017$225,000
+8.2%
1,445
+0.3%
0.14%
+12.6%
Q4 2016$208,000
-3.7%
1,441
+0.3%
0.13%
-23.0%
Q3 2016$216,000
+1.9%
1,436
+0.3%
0.16%
-4.6%
Q2 2016$212,000
+6.0%
1,431
+0.4%
0.17%
+10.2%
Q1 2016$200,000
-5.7%
1,426
+1.1%
0.16%
-12.3%
Q4 2015$212,000
-4.5%
1,410
+0.7%
0.18%
-6.3%
Q2 2015$222,000
+2.8%
1,400
+0.2%
0.19%
+13.7%
Q1 2015$216,000
+7.5%
1,397
+0.2%
0.17%
+6.3%
Q4 2014$201,000
-8.6%
1,394
-21.9%
0.16%
-16.4%
Q1 2014$220,000
+5.8%
1,785
-0.1%
0.19%
+8.6%
Q4 2013$208,0001,7860.17%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders