Chicago Partners Investment Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
Chicago Partners Investment Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$252,990
-4.9%
951
+0.2%
0.01%0.0%
Q2 2023$266,098
-1.4%
949
+0.1%
0.01%
-12.5%
Q1 2023$270,006
+4.4%
948
+2.4%
0.02%0.0%
Q4 2022$258,531
+1.8%
926
+0.1%
0.02%
-11.1%
Q3 2022$254,000
+10.4%
925
+11.9%
0.02%
+5.9%
Q2 2022$230,000
+4.1%
827
+0.1%
0.02%0.0%
Q1 2022$221,000
-1.8%
826
+0.1%
0.02%
+6.2%
Q4 2021$225,000
-5.1%
825
+0.1%
0.02%
-5.9%
Q3 2021$237,000
-48.9%
824
-49.9%
0.02%0.0%
Q2 2021$464,000
+110.9%
1,646
+100.2%
0.02%
-5.6%
Q1 2021$220,000
+4.8%
822
+0.1%
0.02%
-10.0%
Q4 2020$210,000
+183.8%
821
+105.2%
0.02%
+81.8%
Q3 2018$74,000
+4.2%
4000.0%0.01%0.0%
Q2 2018$71,000
+2.9%
4000.0%0.01%
-8.3%
Q1 2018$69,000
-1.4%
4000.0%0.01%
+9.1%
Q4 2017$70,000
+1.4%
4000.0%0.01%
-8.3%
Q3 2017$69,000
+19.0%
4000.0%0.01%
-20.0%
Q2 2017$58,000
-6.5%
4000.0%0.02%
-16.7%
Q1 2017$62,0004000.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders