YHB Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 304 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.07 and the average weighting 0.1%.

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 Q3 2021
NameSharesValueWeighting ↓
Hamilton Wealth, LLC 56,640$6,691,0005.30%
Stillwater Capital Advisors, LLC 99,954$11,808,0002.57%
Somerset Group LLC 20,983$2,479,0002.08%
CIM, LLC 40,330$4,764,0001.75%
Madden Advisory Services, Inc. 24,876$2,938,0001.57%
PETTYJOHN, WOOD & WHITE, INC 31,715$3,746,0001.22%
PATTEN & PATTEN INC/TN 84,421$9,973,0001.09%
Pettinga Financial Advisors LLC 15,520$1,833,0000.98%
AFT, FORSYTH & COMPANY, INC. 7,913$935,0000.81%
DAGCO, INC. 5,500$650,0000.70%
View complete list of ISHARES TR shareholders