Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$229,324
-28.8%
849
-26.1%
0.00%
-33.3%
Q2 2023$322,046
-5.4%
1,149
-7.9%
0.00%0.0%
Q1 2023$340,481
+51.8%
1,247
+57.6%
0.00%
+50.0%
Q4 2022$224,300
-7.3%
791
-17.4%
0.00%
-33.3%
Q3 2022$242,000
-16.3%
958
-10.7%
0.00%
-25.0%
Q2 2022$289,000
-2.0%
1,073
+5.1%
0.00%0.0%
Q1 2022$295,000
-3.3%
1,021
+0.5%
0.00%0.0%
Q4 2021$305,000
+8.9%
1,0160.0%0.00%
-20.0%
Q3 2021$280,000
+508.7%
1,016
+497.6%
0.01%
+400.0%
Q2 2021$46,000
+1433.3%
170
+1600.0%
0.00%
Q1 2021$3,000
+50.0%
100.0%0.00%
Q4 2020$2,0000.0%100.0%0.00%
Q3 2020$2,0000.0%100.0%0.00%
Q2 2020$2,000
-66.7%
10
-66.7%
0.00%
Q1 2020$6,000
-14.3%
300.0%0.00%
Q4 2019$7,000
+75.0%
30
+50.0%
0.00%
Q3 2019$4,000
-69.2%
20
-69.2%
0.00%
-100.0%
Q2 2019$13,0000.0%650.0%0.00%0.0%
Q1 2019$13,000
-7.1%
65
-35.0%
0.00%
-50.0%
Q1 2016$14,0001000.00%
Other shareholders
ISHARES TR shareholders Q2 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