Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 459 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$223,716
-3.5%
819
+0.2%
0.06%
-8.8%
Q4 2022$231,775
+13.1%
817
+0.7%
0.07%
+3.0%
Q3 2022$205,000
-6.0%
8110.0%0.07%
+3.1%
Q2 2022$218,000
-6.8%
811
+0.2%
0.06%
+4.9%
Q1 2022$234,000
-3.7%
809
+0.2%
0.06%
-3.2%
Q4 2021$243,000
+0.4%
807
-5.7%
0.06%
-1.6%
Q3 2021$242,000
+3.9%
856
+0.4%
0.06%
+1.6%
Q2 2021$233,000
+8.9%
853
+0.5%
0.06%
+1.6%
Q1 2021$214,000
-0.9%
8490.0%0.06%
-3.1%
Q4 2020$216,000
+4.3%
849
-6.9%
0.06%
-13.5%
Q3 2020$207,000
-3.7%
912
-20.4%
0.07%
-18.7%
Q1 2020$215,000
-15.0%
1,146
-2.4%
0.09%
+5.8%
Q4 2019$253,0001,1740.09%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders