ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$263,445
-3.6%
9750.0%0.05%
+13.3%
Q2 2023$273,378
+2.6%
9750.0%0.04%
-6.2%
Q1 2023$266,362
-3.8%
9750.0%0.05%
-4.0%
Q4 2022$276,751
+12.0%
9750.0%0.05%
-3.8%
Q3 2022$247,000
-5.7%
9750.0%0.05%
-3.7%
Q2 2022$262,000
-7.1%
9750.0%0.05%
+12.5%
Q1 2022$282,000
-3.8%
9750.0%0.05%
-7.7%
Q4 2021$293,000
+8.9%
9750.0%0.05%
+20.9%
Q3 2021$269,000
+1.1%
9750.0%0.04%
+2.4%
Q2 2021$266,000
+3.5%
9750.0%0.04%
-6.7%
Q1 2021$257,000
+7.1%
9750.0%0.04%
+21.6%
Q4 2020$240,000
+5900.0%
975
+5635.3%
0.04%
+3600.0%
Q3 2020$4,000170.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders