SIGNATUREFD, LLC - 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
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$92,094
-3.6%
3410.0%0.00%0.0%
Q2 2023$95,566
+2.6%
3410.0%0.00%
-33.3%
Q1 2023$93,113
-3.8%
3410.0%0.00%0.0%
Q4 2022$96,745
+12.5%
3410.0%0.00%0.0%
Q3 2022$86,000
-6.5%
3410.0%0.00%0.0%
Q2 2022$92,000
-6.1%
3410.0%0.00%0.0%
Q1 2022$98,000
-3.9%
3410.0%0.00%0.0%
Q4 2021$102,000
+8.5%
3410.0%0.00%0.0%
Q3 2021$94,000
+1.1%
3410.0%0.00%
-25.0%
Q2 2021$93,000
+8.1%
3410.0%0.00%0.0%
Q1 2021$86,000
-28.3%
341
-29.8%
0.00%
-33.3%
Q4 2020$120,000
+1.7%
486
-6.4%
0.01%0.0%
Q3 2020$118,000
+5.4%
5190.0%0.01%
-14.3%
Q2 2020$112,000
+15.5%
5190.0%0.01%
-12.5%
Q1 2020$97,000
-21.8%
519
-9.6%
0.01%
-11.1%
Q4 2019$124,000
+14.8%
574
+0.2%
0.01%0.0%
Q3 2019$108,000
-3.6%
5730.0%0.01%
-10.0%
Q2 2019$112,000
+45.5%
573
+45.1%
0.01%
+42.9%
Q1 2019$77,000
+8.5%
3950.0%0.01%0.0%
Q4 2018$71,000
-11.2%
395
+0.3%
0.01%
-12.5%
Q3 2018$80,000
+31.1%
394
+15.5%
0.01%
+14.3%
Q2 2018$61,000
+3.4%
3410.0%0.01%0.0%
Q1 2018$59,000
-20.3%
341
-30.5%
0.01%
-36.4%
Q3 2016$74,000
+1.4%
4910.0%0.01%0.0%
Q2 2016$73,000
+5.8%
4910.0%0.01%
-8.3%
Q1 2016$69,000
-55.8%
491
-52.9%
0.01%
-60.0%
Q4 2015$156,000
-39.5%
1,043
-43.4%
0.03%
-49.2%
Q3 2015$258,000
-78.0%
1,842
-75.1%
0.06%
-76.8%
Q2 2015$1,173,000
+7.8%
7,391
+4.8%
0.25%
-3.8%
Q1 2015$1,088,000
+7.1%
7,0500.0%0.26%
+4.3%
Q4 2014$1,016,000
+4980.0%
7,050
+4600.0%
0.25%
+3514.3%
Q3 2014$20,000
+5.3%
1500.0%0.01%0.0%
Q2 2014$19,000
+5.6%
1500.0%0.01%0.0%
Q1 2014$18,000
+5.9%
1500.0%0.01%
+16.7%
Q4 2013$17,000
+6.2%
1500.0%0.01%
-14.3%
Q3 2013$16,000
-66.7%
150
-68.6%
0.01%
-72.0%
Q2 2013$48,0004770.02%
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%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
HC Advisors, LLC 11,130$3,071,0002.02%
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