YHB Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 277 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$204,528
-4.9%
2,875
+0.9%
0.02%
-8.7%
Q4 2022$215,090
+6.0%
2,850
-5.3%
0.02%0.0%
Q3 2022$203,000
-3.8%
3,0100.0%0.02%
+4.5%
Q2 2022$211,000
-16.9%
3,0100.0%0.02%0.0%
Q1 2022$254,000
-1.2%
3,010
+1.7%
0.02%
+10.0%
Q4 2021$257,000
+7.1%
2,960
+1.7%
0.02%
-4.8%
Q3 2021$240,000
+1.7%
2,9100.0%0.02%
+5.0%
Q2 2021$236,000
+3.5%
2,9100.0%0.02%0.0%
Q1 2021$228,000
-31.3%
2,910
-81.7%
0.02%
-64.9%
Q1 2020$332,000
+53.7%
15,925
+913.7%
0.06%
+83.9%
Q4 2019$216,0001,5710.03%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Thai Life Insurance PCL. 115,896$11,759,00011.90%
Commonwealth Financial Services, LLC 36,692$3,724,0003.67%
BANK HAPOALIM BM 100,000$10,146,0002.71%
Stillwater Capital Advisors, LLC 81,723$8,292,0002.22%
Somerset Group LLC 20,391$2,069,0002.05%
Peachtree Investment Advisors, Inc. 17,909$1,817,0001.78%
Madden Advisory Services, Inc. 25,715$2,609,0001.77%
Pinnacle Family Advisors, LLC 27,925$2,833,0001.73%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 37,247$3,779,0001.40%
PETTYJOHN, WOOD & WHITE, INC 35,245$3,576,0001.39%
View complete list of ISHARES TR shareholders