Darwin Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 324 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Darwin Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$292,591
+8.0%
1,0310.0%0.08%
+11.8%
Q3 2022$271,000
-4.6%
1,0310.0%0.07%
+19.3%
Q2 2022$284,000
-4.7%
1,0310.0%0.06%
+16.3%
Q1 2022$298,000
+4.6%
1,0310.0%0.05%
+8.9%
Q4 2021$285,0000.0%1,0310.0%0.04%
-2.2%
Q3 2021$285,000
+1.4%
1,0310.0%0.05%0.0%
Q2 2021$281,000
+8.1%
1,0310.0%0.05%
+2.2%
Q1 2021$260,000
+2.8%
1,0310.0%0.04%
-6.2%
Q4 2020$253,000
+8.1%
1,0310.0%0.05%
-5.9%
Q3 2020$234,000
+5.4%
1,0310.0%0.05%
-10.5%
Q2 2020$222,000
+15.0%
1,0310.0%0.06%
-6.6%
Q1 2020$193,000
-13.1%
1,0310.0%0.06%
+3.4%
Q4 2019$222,000
+10.4%
1,0310.0%0.06%
-4.8%
Q2 2019$201,000
-2.4%
1,031
+1.7%
0.06%
-46.1%
Q3 2018$206,0001,0140.12%
Other shareholders
ISHARES TR shareholders Q2 2020
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