YHB Investment Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 335 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.15 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 Q1 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders