Cambridge Investment Research Advisors, Inc. - 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
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,916
-18.6%
40,419
-15.5%
0.05%
-16.4%
Q2 2023$13,407
+14.1%
47,840
+11.2%
0.06%
+5.2%
Q1 2023$11,750
-22.9%
43,030
-19.8%
0.06%
-26.6%
Q4 2022$15,231
-99.9%
53,685
+5.4%
0.08%
+8.2%
Q3 2022$12,889,000
+16.1%
50,943
+23.4%
0.07%
+21.7%
Q2 2022$11,105,000
+60.0%
41,297
+71.8%
0.06%
+87.5%
Q1 2022$6,941,000
+3.3%
24,033
+7.4%
0.03%
+6.7%
Q4 2021$6,719,000
+11.0%
22,368
+1.9%
0.03%0.0%
Q3 2021$6,055,000
+12.1%
21,945
+10.9%
0.03%
+15.4%
Q2 2021$5,401,000
+19.0%
19,794
+10.1%
0.03%
+4.0%
Q1 2021$4,539,000
+2.6%
17,981
-0.1%
0.02%
-3.8%
Q4 2020$4,424,000
+16.2%
17,992
+7.4%
0.03%0.0%
Q3 2020$3,806,000
-16.1%
16,750
-20.3%
0.03%
-23.5%
Q2 2020$4,534,000
+63.9%
21,028
+42.7%
0.03%
+25.9%
Q1 2020$2,767,000
-62.7%
14,734
-57.2%
0.03%
-52.6%
Q4 2019$7,423,000
+156.1%
34,410
+124.4%
0.06%
+128.0%
Q3 2019$2,899,000
-30.2%
15,337
-27.9%
0.02%
-34.2%
Q2 2019$4,153,000
+28.3%
21,269
+27.3%
0.04%
+22.6%
Q1 2019$3,237,000
-40.8%
16,705
-44.7%
0.03%
-48.3%
Q4 2018$5,466,000
-14.0%
30,232
-3.5%
0.06%
-1.6%
Q3 2018$6,358,000
+176.7%
31,337
+143.0%
0.06%
+154.2%
Q2 2018$2,298,000
+2.0%
12,896
-1.2%
0.02%
-4.0%
Q1 2018$2,253,000
-19.3%
13,054
-18.5%
0.02%
-24.2%
Q4 2017$2,792,000
-64.3%
16,023
-64.8%
0.03%
-68.6%
Q3 2017$7,815,000
+309.2%
45,473
+295.9%
0.10%
+275.0%
Q2 2017$1,910,000
-64.5%
11,486
-66.7%
0.03%
-69.6%
Q1 2017$5,375,000
+284.5%
34,520
+255.9%
0.09%
+253.8%
Q4 2016$1,398,000
-29.5%
9,700
-26.5%
0.03%
-29.7%
Q3 2016$1,982,000
+20.9%
13,198
+19.4%
0.04%
+5.7%
Q2 2016$1,639,000
+8.5%
11,052
+2.9%
0.04%
+2.9%
Q1 2016$1,510,000
-21.4%
10,740
-16.1%
0.03%
-24.4%
Q4 2015$1,921,000
+11.8%
12,803
+4.3%
0.04%
-8.2%
Q3 2015$1,718,000
-66.3%
12,280
-61.8%
0.05%
-65.2%
Q2 2015$5,102,000
+56.5%
32,147
+52.1%
0.14%
+51.6%
Q1 2015$3,261,000
+16.4%
21,131
+8.7%
0.09%
+6.9%
Q4 2014$2,801,000
+45.3%
19,433
+35.4%
0.09%
+52.6%
Q3 2014$1,928,000
+93.8%
14,349
+85.0%
0.06%
+62.9%
Q2 2014$995,000
-36.5%
7,757
-39.2%
0.04%
-40.7%
Q1 2014$1,568,000
+24.9%
12,748
+18.4%
0.06%
+15.7%
Q4 2013$1,255,000
+51.6%
10,770
+39.1%
0.05%
+41.7%
Q3 2013$828,000
+0.6%
7,740
-5.7%
0.04%
-14.3%
Q2 2013$823,0008,2100.04%
Other shareholders
ISHARES TR shareholders Q4 2020
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