Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 294 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$882
-99.9%
3,232
-33.0%
0.07%
+54.5%
Q1 2021$1,277,000
+72.1%
4,823
+60.0%
0.04%
+37.5%
Q4 2020$742,000
+8.3%
3,015
+0.0%
0.03%
-5.9%
Q3 2020$685,000
-89.3%
3,014
-89.8%
0.03%
-90.3%
Q2 2020$6,375,000
+781.7%
29,563
+667.5%
0.35%
+548.1%
Q1 2020$723,000
-26.3%
3,852
-15.3%
0.05%
-28.0%
Q4 2019$981,000
+62.4%
4,547
+42.4%
0.08%
+50.0%
Q3 2019$604,000
+0.5%
3,194
+2.9%
0.05%
-25.4%
Q1 2019$601,000
-48.4%
3,103
-51.8%
0.07%
-59.4%
Q4 2018$1,165,000
+88.5%
6,440
+99.3%
0.16%
+26.0%
Q2 2018$618,000
+26.9%
3,231
+13.8%
0.13%
+7.4%
Q1 2018$487,000
-7.2%
2,8380.0%0.12%
-4.7%
Q4 2017$525,000
+118.8%
2,838
+102.3%
0.13%
+103.2%
Q3 2017$240,0000.0%1,403
-2.8%
0.06%
-7.4%
Q2 2017$240,000
-46.4%
1,444
-49.0%
0.07%
-48.5%
Q1 2017$448,000
-8.9%
2,831
-11.2%
0.13%
-20.0%
Q4 2016$492,0003,1890.16%
Other shareholders
ISHARES TR shareholders Q1 2019
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