BUCKINGHAM STRATEGIC WEALTH, LLC - 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
BUCKINGHAM STRATEGIC WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$209,574
-55.4%
776
-53.7%
0.00%
-57.1%
Q2 2023$469,703
+82.3%
1,676
+84.6%
0.01%
+40.0%
Q1 2023$257,6090.0%9080.0%0.01%0.0%
Q4 2022$257,609
+13.0%
908
+0.9%
0.01%0.0%
Q3 2022$228,000
-10.6%
900
-5.3%
0.01%0.0%
Q2 2022$255,000
-6.9%
9500.0%0.01%0.0%
Q1 2022$274,000
-3.9%
9500.0%0.01%
-16.7%
Q4 2021$285,000
+8.8%
9500.0%0.01%
+20.0%
Q3 2021$262,000
+6.5%
950
+5.6%
0.01%
-16.7%
Q2 2021$246,000
+8.4%
9000.0%0.01%
-45.5%
Q1 2021$227,0009000.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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