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 ↓
Tredje AP-fonden 832,000$138,707,0005.17%
PIERSHALE FINANCIAL GROUP, INC. 51,055$7,949,0005.11%
Advisors Preferred, LLC 36,432$6,057,0003.33%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 13,274$2,207,0003.28%
Riggs Asset Managment Co. Inc. 39,451$6,559,0002.94%
Peachtree Investment Advisors, Inc. 13,539$2,251,0001.93%
PETTYJOHN, WOOD & WHITE, INC 25,688$4,271,0001.58%
Oakworth Capital, Inc. 33,632$5,591,0001.53%
Kalos Management, Inc. 9,462$1,573,0001.44%
MURPHY CAPITAL MANAGEMENT INC 46,492$7,729,0001.14%
View complete list of ISHARES TR shareholders