Stillwater Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Stillwater Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,468,918
-5.0%
20,250
-1.4%
1.00%
-2.3%
Q2 2023$5,756,945
+1.5%
20,542
-1.1%
1.02%
-7.5%
Q1 2023$5,671,184
-5.2%
20,769
-1.5%
1.10%
-12.8%
Q4 2022$5,984,862
+13.3%
21,095
+1.1%
1.26%
+4.8%
Q3 2022$5,281,000
-11.3%
20,873
-5.7%
1.20%
+9.0%
Q2 2022$5,953,000
-14.2%
22,138
-7.8%
1.11%
-0.7%
Q1 2022$6,936,000
-4.3%
24,017
-0.5%
1.11%
+1.0%
Q4 2021$7,250,000
+10.7%
24,136
+1.7%
1.10%
+2.2%
Q3 2021$6,548,000
+0.6%
23,731
-0.5%
1.08%
+0.2%
Q2 2021$6,508,000
+9.0%
23,851
+0.9%
1.08%
-0.6%
Q1 2021$5,968,000
+2.5%
23,642
-0.1%
1.08%
-2.9%
Q4 2020$5,822,000
+7.9%
23,676
-0.3%
1.12%
-5.2%
Q3 2020$5,395,000
+5.2%
23,746
-0.2%
1.18%
-4.9%
Q2 2020$5,130,000
+14.1%
23,791
-0.6%
1.24%
-6.5%
Q1 2020$4,495,000
-12.0%
23,933
+1.1%
1.32%
+14.5%
Q4 2019$5,107,000
+13.7%
23,673
-0.4%
1.16%
+1.4%
Q3 2019$4,492,000
-2.4%
23,761
+0.8%
1.14%
+0.1%
Q2 2019$4,603,000
+4.9%
23,572
+4.1%
1.14%
+19.0%
Q1 2019$4,388,000
+4.5%
22,642
-2.6%
0.96%
-8.8%
Q4 2018$4,201,000
-9.1%
23,236
+2.0%
1.05%
+9.2%
Q3 2018$4,624,000
+13.7%
22,789
-0.1%
0.96%
-1.1%
Q2 2018$4,066,000
+3.5%
22,817
+0.2%
0.97%
+2.8%
Q1 2018$3,930,000
-3.8%
22,770
-2.9%
0.94%
-1.7%
Q4 2017$4,086,000
-6.3%
23,455
-7.6%
0.96%
-15.0%
Q3 2017$4,363,000
+6.8%
25,384
+3.3%
1.13%
+9.3%
Q2 2017$4,084,000
+4.7%
24,563
-1.9%
1.03%
-0.3%
Q1 2017$3,899,000
-31.9%
25,042
-37.0%
1.04%
-32.2%
Q4 2016$5,726,000
+1.7%
39,730
+6.0%
1.53%
-6.8%
Q3 2016$5,630,000
+10.7%
37,481
+9.3%
1.64%
+8.1%
Q2 2016$5,088,000
+7.4%
34,305
+1.7%
1.52%
+8.5%
Q1 2016$4,739,000
-22.7%
33,719
-17.5%
1.40%
-25.5%
Q4 2015$6,132,000
+13.8%
40,876
+6.1%
1.88%
+2.2%
Q3 2015$5,389,000
-8.5%
38,517
+3.8%
1.84%
+7.9%
Q2 2015$5,891,000
+1.7%
37,118
-1.1%
1.70%
-3.1%
Q1 2015$5,791,000
+20.4%
37,526
+12.4%
1.76%
+21.9%
Q4 2014$4,810,000
+60.8%
33,375
+49.9%
1.44%
+44.4%
Q3 2014$2,992,000
+14.4%
22,267
+9.2%
1.00%
+12.5%
Q2 2014$2,615,000
+4.4%
20,393
+0.2%
0.89%
-2.3%
Q1 2014$2,504,000
+26.0%
20,352
+19.2%
0.91%
+18.2%
Q4 2013$1,988,000
+45.0%
17,069
+33.1%
0.77%
-4.9%
Q3 2013$1,371,000
+12.4%
12,821
+5.3%
0.81%
+7.4%
Q2 2013$1,220,00012,1790.75%
Other shareholders
ISHARES TR shareholders Q3 2023
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%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
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