ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$59,905,716
-12.3%
221,816
-9.0%
0.03%
-10.0%
Q2 2023$68,319,595
+1.8%
243,779
-0.8%
0.03%
-6.2%
Q1 2023$67,125,734
-6.1%
245,828
-2.4%
0.03%
-13.5%
Q4 2022$71,487,728
+13.8%
251,975
+1.5%
0.04%
+2.8%
Q3 2022$62,792,000
+240.5%
248,191
+261.9%
0.04%
+260.0%
Q2 2022$18,443,000
+5.3%
68,582
+13.1%
0.01%
+11.1%
Q1 2022$17,513,000
-17.2%
60,644
-13.9%
0.01%
-10.0%
Q4 2021$21,158,000
+9.6%
70,441
+0.7%
0.01%
-9.1%
Q3 2021$19,303,000
-2.2%
69,958
-3.3%
0.01%0.0%
Q2 2021$19,745,000
+6.5%
72,365
-1.5%
0.01%
-8.3%
Q1 2021$18,544,000
+10.7%
73,457
+7.8%
0.01%
-7.7%
Q4 2020$16,753,000
+25.3%
68,125
+15.8%
0.01%
+8.3%
Q3 2020$13,366,000
+41.1%
58,829
+34.0%
0.01%
+33.3%
Q2 2020$9,470,000
+72.5%
43,916
+50.3%
0.01%
+28.6%
Q1 2020$5,489,000
+24.8%
29,226
+43.3%
0.01%
+40.0%
Q4 2019$4,398,000
+19.6%
20,388
+4.8%
0.01%
+25.0%
Q3 2019$3,678,000
-27.6%
19,456
-25.3%
0.00%
-33.3%
Q2 2019$5,083,000
-85.4%
26,030
-85.5%
0.01%
-87.5%
Q1 2019$34,703,000
-31.1%
179,086
-35.7%
0.05%
-38.5%
Q4 2018$50,395,000
+33.5%
278,718
+49.8%
0.08%
+20.0%
Q3 2018$37,741,000
+136.2%
186,010
+107.4%
0.06%
+80.6%
Q2 2018$15,980,000
+494.3%
89,681
+475.2%
0.04%
+350.0%
Q1 2018$2,689,000
-84.1%
15,590
-83.9%
0.01%
-78.9%
Q4 2017$16,879,000
-7.2%
96,874
-8.4%
0.04%
-13.6%
Q3 2017$18,181,000
-15.2%
105,788
-18.0%
0.04%
-25.4%
Q2 2017$21,445,000
+30.9%
128,991
+22.6%
0.06%
+13.5%
Q1 2017$16,380,000
-0.7%
105,214
-8.1%
0.05%
-13.3%
Q4 2016$16,502,000
-66.8%
114,504
-65.3%
0.06%
-68.8%
Q3 2016$49,634,000
+27.9%
330,428
+26.3%
0.19%
+23.9%
Q2 2016$38,795,000
+187.5%
261,579
+172.5%
0.16%
+167.2%
Q1 2016$13,493,000
+32.2%
95,998
+41.1%
0.06%
+26.1%
Q4 2015$10,204,000
-48.2%
68,025
-51.7%
0.05%
-53.1%
Q3 2015$19,696,000
-65.5%
140,763
-60.9%
0.10%
-64.0%
Q2 2015$57,068,000
+1.3%
359,551
-1.5%
0.27%
-6.5%
Q1 2015$56,308,000
+28.9%
364,880
+20.4%
0.29%
-34.5%
Q4 2014$43,670,000
-1.1%
302,989
-7.8%
0.44%
-0.2%
Q3 2014$44,171,000
-26.6%
328,775
-30.0%
0.44%
-28.9%
Q2 2014$60,194,000
-49.8%
469,495
-51.8%
0.63%
-52.9%
Q1 2014$119,928,000
+44.1%
974,783
+36.4%
1.33%
+39.2%
Q4 2013$83,250,000
+24.6%
714,654
+14.4%
0.95%
+17.1%
Q3 2013$66,801,000
+345.5%
624,776
+317.4%
0.82%
+320.1%
Q2 2013$14,996,000149,6790.19%
Other shareholders
ISHARES TR shareholders Q3 2021
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%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
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