Summit Financial Strategies, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
Summit Financial Strategies, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$206,333
-3.6%
7640.0%0.04%
-2.5%
Q2 2023$214,113
+2.6%
7640.0%0.04%
-2.4%
Q1 2023$208,618
-3.8%
7640.0%0.04%
-12.8%
Q4 2022$216,754
+5.7%
7640.0%0.05%
-2.1%
Q2 2022$205,000
-7.2%
7640.0%0.05%
+9.1%
Q1 2022$221,000
-25.1%
764
-22.1%
0.04%
-22.8%
Q4 2021$295,000
+23.4%
981
+13.0%
0.06%
+23.9%
Q3 2021$239,000
+0.8%
8680.0%0.05%
-2.1%
Q2 2021$237,0008680.05%
Other shareholders
ISHARES TR shareholders Q1 2022
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