Colorado Capital Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 361 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Colorado Capital Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$295
-3.3%
1,0910.0%0.22%
-0.9%
Q2 2023$305
+2.3%
1,0910.0%0.22%
-2.6%
Q1 2023$298
-3.6%
1,0910.0%0.23%
-10.5%
Q4 2022$309
-99.9%
1,0910.0%0.26%
+7.9%
Q3 2022$276,000
-5.8%
1,0910.0%0.24%
+0.4%
Q2 2022$293,000
-7.0%
1,0910.0%0.24%
+5.3%
Q1 2022$315,000
-4.3%
1,0910.0%0.23%
+2.3%
Q4 2021$329,000
+9.3%
1,0910.0%0.22%
+3.8%
Q3 2021$301,000
+1.3%
1,0910.0%0.21%
+6.5%
Q2 2021$297,000
+8.0%
1,0910.0%0.20%
+2.0%
Q1 2021$275,000
+3.0%
1,0910.0%0.20%
+1.0%
Q4 2020$267,000
+7.7%
1,0910.0%0.19%
-5.4%
Q3 2020$248,000
+6.4%
1,0910.0%0.20%
+1.0%
Q2 2020$233,000
+14.2%
1,0910.0%0.20%
+7.4%
Q1 2020$204,000
-13.2%
1,0910.0%0.19%
+12.5%
Q4 2019$235,000
+14.1%
1,0910.0%0.17%
+9.1%
Q3 2019$206,000
-3.3%
1,0910.0%0.15%
-2.5%
Q2 2019$213,000
+0.9%
1,0910.0%0.16%0.0%
Q1 2019$211,000
+7.1%
1,0910.0%0.16%
-4.2%
Q4 2018$197,000
-10.9%
1,0910.0%0.16%
+3.8%
Q3 2018$221,0001,0910.16%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders