Narwhal Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

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 Q1 2022
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