ROPES WEALTH ADVISORS LLC - 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
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 Q1 2022
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