ACG Wealth - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
ACG Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$985,000
-6.5%
3,895
-0.5%
0.22%
+4.7%
Q2 2022$1,053,000
-6.8%
3,915
+0.0%
0.22%
+0.9%
Q1 2022$1,130,000
-5.8%
3,914
-2.0%
0.21%
+25.3%
Q4 2021$1,199,000
+8.9%
3,992
+0.0%
0.17%
+17.2%
Q3 2021$1,101,000
+1.7%
3,991
+0.6%
0.14%
+5.8%
Q2 2021$1,083,000
-4.9%
3,969
-12.1%
0.14%
-9.3%
Q1 2021$1,139,000
+0.4%
4,514
-2.1%
0.15%
-3.8%
Q4 2020$1,134,000
-12.9%
4,612
-19.6%
0.16%
-19.9%
Q3 2020$1,302,000
+5.1%
5,733
-0.2%
0.20%
-3.0%
Q2 2020$1,239,000
+14.8%
5,7470.0%0.20%
+0.5%
Q1 2020$1,079,000
-13.0%
5,7470.0%0.20%
+9.2%
Q4 2019$1,240,000
+14.2%
5,747
+0.0%
0.18%
+15.0%
Q3 2019$1,086,000
-5.6%
5,746
-2.5%
0.16%
+3.9%
Q2 2019$1,151,000
+0.8%
5,892
+0.0%
0.15%
+0.7%
Q1 2019$1,142,000
+7.3%
5,891
+0.1%
0.15%
-6.1%
Q4 2018$1,064,000
-12.2%
5,887
-1.5%
0.16%
+1.2%
Q3 2018$1,212,000
+13.9%
5,975
+0.0%
0.16%0.0%
Q2 2018$1,064,000
+2.8%
5,974
-0.3%
0.16%
+2.5%
Q1 2018$1,035,000
-12.0%
5,994
-11.2%
0.16%
-9.8%
Q4 2017$1,176,000
+0.3%
6,749
-1.1%
0.17%
-14.7%
Q3 2017$1,173,000
-4.2%
6,827
-7.3%
0.20%
+1.5%
Q2 2017$1,224,000
-2.5%
7,362
-8.7%
0.20%
-12.6%
Q1 2017$1,256,000
+9.3%
8,064
+1.1%
0.23%
-5.3%
Q4 2016$1,149,000
-4.1%
7,9740.0%0.24%
-4.7%
Q3 2016$1,198,000
+1.0%
7,974
-0.3%
0.26%
-3.4%
Q2 2016$1,186,000
+5.8%
7,994
+0.2%
0.26%
+4.3%
Q1 2016$1,121,000
-8.4%
7,978
-2.3%
0.25%
-7.3%
Q4 2015$1,224,000
-20.5%
8,162
-25.8%
0.27%
-34.1%
Q3 2015$1,539,000
-14.0%
10,999
-2.5%
0.41%
-7.6%
Q2 2015$1,790,0000.0%11,279
-2.7%
0.45%
-5.3%
Q1 2015$1,790,000
-1.1%
11,597
-7.6%
0.47%
-3.3%
Q4 2014$1,810,000
+6.5%
12,557
-0.7%
0.49%
+1.9%
Q3 2014$1,699,000
-9.5%
12,644
-13.6%
0.48%
+35.6%
Q2 2014$1,877,000
+2.4%
14,641
-1.7%
0.35%
-34.8%
Q1 2014$1,833,000
+8.9%
14,897
+3.1%
0.54%
+26.3%
Q4 2013$1,683,00014,4480.43%
Other shareholders
ISHARES TR shareholders Q4 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