Advisory Alpha, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 290 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisory Alpha, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$143,000
-35.0%
620
-35.1%
0.03%
-36.7%
Q2 2020$220,000
-99.9%
955
-41.9%
0.05%
-49.5%
Q1 2020$346,240,000
-2.9%
1,6450.0%0.10%
+11.5%
Q4 2019$356,751,000
+5.7%
1,645
-9.4%
0.09%
-13.0%
Q3 2019$337,608,000
+88978.6%
1,815
-7.4%
0.10%
-21.3%
Q2 2019$379,000
-99.9%
1,960
-21.1%
0.13%
-24.4%
Q1 2019$465,217,000
+92943.4%
2,485
-6.0%
0.17%
-28.8%
Q4 2018$500,0002,6450.24%
Other shareholders
ISHARES TR shareholders Q2 2019
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