Narwhal Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 243 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.24 and the average weighting 0.1%.

Quarter-by-quarter ownership
Narwhal Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,553
-3.6%
7500.0%0.02%0.0%
Q2 2023$210,189
+2.6%
7500.0%0.02%
-3.8%
Q1 2023$204,795
-3.8%
7500.0%0.03%
-7.1%
Q4 2022$212,783
+5.3%
7500.0%0.03%0.0%
Q2 2022$202,000
-6.9%
7500.0%0.03%
+12.0%
Q1 2022$217,000
-3.6%
7500.0%0.02%
-3.8%
Q4 2021$225,000
+8.7%
7500.0%0.03%0.0%
Q3 2021$207,000
-34.1%
750
-34.8%
0.03%
-35.0%
Q2 2021$314,000
+8.3%
1,1500.0%0.04%
+2.6%
Q1 2021$290,000
+2.5%
1,1500.0%0.04%
-2.5%
Q4 2020$283,000
+8.4%
1,1500.0%0.04%
-4.8%
Q3 2020$261,000
+5.2%
1,1500.0%0.04%
-2.3%
Q2 2020$248,000
+14.8%
1,1500.0%0.04%
-8.5%
Q1 2020$216,000
-12.9%
1,1500.0%0.05%
+2.2%
Q4 2019$248,000
+14.3%
1,1500.0%0.05%
+4.5%
Q3 2019$217,000
-3.6%
1,1500.0%0.04%
-6.4%
Q2 2019$225,000
+0.9%
1,1500.0%0.05%
-4.1%
Q1 2019$223,000
+7.2%
1,1500.0%0.05%
-5.8%
Q4 2018$208,000
-10.7%
1,1500.0%0.05%
+2.0%
Q3 2018$233,000
+13.7%
1,1500.0%0.05%
+6.2%
Q2 2018$205,000
+2.5%
1,1500.0%0.05%
+4.3%
Q4 2017$200,0001,1500.05%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders