Private Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 415 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$2,345,312
+27.5%
8,589
+32.4%
0.50%
+24.1%
Q4 2022$1,839,859
+9.0%
6,485
-2.8%
0.40%
+4.1%
Q3 2022$1,688,000
+105.9%
6,671
+58.9%
0.39%
+2.7%
Q2 2019$820,000
-60.0%
4,197
-64.7%
0.38%
-70.3%
Q1 2018$2,050,000
+368.0%
11,876
+322.2%
1.26%
+329.9%
Q1 2017$438,000
-92.8%
2,813
-93.4%
0.29%
-87.7%
Q4 2016$6,108,00042,3802.40%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders