Freedom Investment Management, Inc. - 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
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2015$3,642,000
+215.9%
24,278
+234.3%
0.28%
+133.9%
Q2 2015$1,153,000
+88.4%
7,263
+83.1%
0.12%
+73.5%
Q1 2015$612,000
+84.9%
3,966
+73.0%
0.07%
+58.1%
Q4 2014$331,000
+22.1%
2,293
+13.8%
0.04%
-10.4%
Q3 2014$271,000
-11.7%
2,015
-15.9%
0.05%
-7.7%
Q2 2014$307,000
+12.0%
2,396
+7.4%
0.05%
-11.9%
Q1 2014$274,000
+3.0%
2,230
-2.5%
0.06%
-10.6%
Q4 2013$266,000
-10.4%
2,287
-22.8%
0.07%
-34.7%
Q2 2013$297,000
+18.8%
2,963
+14.4%
0.10%
+21.7%
Q1 2013$250,0002,5900.08%
Other shareholders
ISHARES TR shareholders Q3 2023
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