CSat Investment Advisory, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 324 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
CSat Investment Advisory, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$949,000
+42.3%
4,403
+24.1%
0.12%
-19.0%
Q1 2020$667,000
-21.7%
3,549
-10.1%
0.14%
-36.6%
Q4 2019$852,000
+15.9%
3,949
+1.6%
0.22%
-3.0%
Q3 2019$735,000
-10.0%
3,888
-7.0%
0.23%
-20.1%
Q2 2019$817,000
-11.2%
4,182
-11.9%
0.29%
-37.8%
Q1 2019$920,000
+59.7%
4,748
+49.1%
0.46%
+35.6%
Q4 2018$576,000
+15.2%
3,184
+29.2%
0.34%
+20.4%
Q3 2018$500,000
+19.9%
2,464
+5.4%
0.28%
+28.4%
Q2 2018$417,0002,3380.22%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders