Family Management Corp - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Family Management Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$40,511
-3.6%
1500.0%0.01%0.0%
Q2 2023$42,038
+2.6%
1500.0%0.01%0.0%
Q1 2023$40,959
-3.8%
1500.0%0.01%
-10.0%
Q4 2022$42,556
+12.0%
1500.0%0.01%0.0%
Q3 2022$38,000
-5.0%
1500.0%0.01%
-9.1%
Q2 2022$40,000
-7.0%
1500.0%0.01%
-8.3%
Q1 2022$43,000
-4.4%
1500.0%0.01%0.0%
Q4 2021$45,000
+9.8%
1500.0%0.01%
+9.1%
Q3 2021$41,0000.0%1500.0%0.01%0.0%
Q2 2021$41,000
+7.9%
1500.0%0.01%
-8.3%
Q1 2021$38,000
-85.6%
150
-86.0%
0.01%
-86.7%
Q4 2020$264,000
+8.2%
1,0730.0%0.09%
-15.9%
Q3 2020$244,000
-21.0%
1,073
-25.1%
0.11%
-15.1%
Q2 2020$309,000
+14.9%
1,4330.0%0.13%
-6.0%
Q1 2020$269,000
-12.9%
1,4330.0%0.13%
+25.2%
Q4 2019$309,000
+14.0%
1,4330.0%0.11%
+5.9%
Q3 2019$271,000
-3.2%
1,4330.0%0.10%
-8.2%
Q2 2019$280,000
+0.7%
1,4330.0%0.11%
-8.3%
Q1 2019$278,000
+7.3%
1,4330.0%0.12%
+10.1%
Q4 2018$259,0001,4330.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders