Anchor Investment Management, LLC - ISHARES TR ownership

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ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

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Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$3,721
+6.0%
130.0%0.00%–
Q3 2023$3,511
-3.6%
130.0%0.00%–
Q2 2023$3,643
+2.6%
130.0%0.00%–
Q1 2023$3,550
-3.7%
130.0%0.00%
-100.0%
Q4 2022$3,688
+12.1%
130.0%0.00%0.0%
Q3 2022$3,289
-5.9%
130.0%0.00%0.0%
Q2 2022$3,496
-45.0%
13
-40.9%
0.00%0.0%
Q1 2022$6,353
-27.1%
22
-24.1%
0.00%0.0%
Q4 2021$8,711
+8.9%
290.0%0.00%0.0%
Q3 2021$8,002
+1.1%
290.0%0.00%0.0%
Q2 2021$7,913
+8.1%
290.0%0.00%0.0%
Q1 2021$7,321
+2.7%
290.0%0.00%0.0%
Q4 2020$7,131
+8.2%
290.0%0.00%0.0%
Q3 2020$6,589
+5.4%
290.0%0.00%0.0%
Q2 2020$6,254
+14.8%
290.0%0.00%0.0%
Q1 2020$5,446
-12.9%
290.0%0.00%0.0%
Q4 2019$6,256
+14.1%
290.0%0.00%0.0%
Q3 2019$5,482
-3.2%
290.0%0.00%0.0%
Q2 2019$5,663
+0.8%
290.0%0.00%0.0%
Q1 2019$5,620
-35.2%
29
-39.6%
0.00%
-50.0%
Q4 2018$8,679
-10.9%
480.0%0.00%0.0%
Q3 2018$9,739
+13.9%
480.0%0.00%0.0%
Q2 2018$8,553
+3.2%
480.0%0.00%0.0%
Q1 2018$8,285
-0.9%
480.0%0.00%0.0%
Q4 2017$8,363
+1.4%
480.0%0.00%0.0%
Q3 2017$8,249–48–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2021
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