Annex Advisory Services, 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
Annex Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2017$203,000
-2.4%
1,182
-5.6%
0.04%
-8.7%
Q2 2017$208,000
-2.8%
1,252
-8.9%
0.05%
-13.2%
Q1 2017$214,000
+3.9%
1,3740.0%0.05%
-1.9%
Q3 2016$206,000
+1.0%
1,3740.0%0.05%
-1.8%
Q2 2016$204,000
+1.5%
1,374
-3.9%
0.06%
-3.5%
Q1 2016$201,000
-15.9%
1,430
-10.2%
0.06%
-18.6%
Q4 2015$239,000
-10.2%
1,592
-16.3%
0.07%
-18.6%
Q3 2015$266,000
-11.9%
1,9030.0%0.09%
-11.3%
Q2 2015$302,000
-1.6%
1,903
-4.2%
0.10%
-2.0%
Q1 2015$307,000
-1.6%
1,987
-8.1%
0.10%
+2.1%
Q4 2014$312,000
+3.7%
2,162
-3.6%
0.10%
-4.9%
Q3 2014$301,000
-2.6%
2,242
-7.1%
0.10%
-3.8%
Q2 2014$309,000
+3.7%
2,414
-0.3%
0.11%
-4.5%
Q1 2014$298,000
-7.5%
2,422
-12.4%
0.11%
-10.5%
Q4 2013$322,000
-19.9%
2,764
-26.5%
0.12%
-33.7%
Q3 2013$402,000
-9.0%
3,760
-14.9%
0.19%
-23.4%
Q2 2013$442,0004,4160.24%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders