NWAM LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
NWAM LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$278,786
-32.3%
1,020
-29.7%
0.03%
-22.2%
Q4 2022$411,796
+25.2%
1,451
+11.4%
0.04%
+16.1%
Q3 2022$329,000
-45.3%
1,302
-40.2%
0.03%
-42.6%
Q3 2021$601,000
+6.0%
2,177
+4.8%
0.05%
+1.9%
Q2 2021$567,0002,0770.05%
Other shareholders
ISHARES TR shareholders Q4 2021
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