Coastal Bridge Advisors, 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
Coastal Bridge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$677,606
-3.6%
2,5090.0%0.18%
+5.8%
Q2 2023$703,153
+2.6%
2,5090.0%0.17%
-0.6%
Q1 2023$685,108
-3.8%
2,5090.0%0.17%
-14.4%
Q4 2022$711,828
+12.1%
2,5090.0%0.20%
+18.1%
Q3 2022$635,000
-5.9%
2,5090.0%0.17%
-17.8%
Q2 2022$675,000
-6.9%
2,5090.0%0.21%
+24.6%
Q1 2022$725,000
-3.8%
2,5090.0%0.17%
+6.4%
Q4 2021$754,000
+9.0%
2,5090.0%0.16%
-1.9%
Q3 2021$692,000
+1.0%
2,5090.0%0.16%
+14.3%
Q2 2021$685,000
+8.2%
2,5090.0%0.14%
+20.7%
Q1 2021$633,000
+2.6%
2,5090.0%0.12%
-5.7%
Q4 2020$617,000
+8.2%
2,5090.0%0.12%
-29.3%
Q3 2020$570,000
+5.4%
2,5090.0%0.17%
+0.6%
Q2 2020$541,000
+14.9%
2,5090.0%0.17%0.0%
Q1 2020$471,000
-12.9%
2,5090.0%0.17%
+23.6%
Q4 2019$541,000
+14.1%
2,5090.0%0.14%
-13.6%
Q3 2019$474,000
-3.3%
2,5090.0%0.16%
+11.7%
Q2 2019$490,000
-6.8%
2,509
-7.6%
0.14%
-21.2%
Q1 2019$526,000
+7.1%
2,7140.0%0.18%
-5.2%
Q4 2018$491,000
-10.4%
2,714
+0.4%
0.19%
-7.2%
Q3 2018$548,000
+13.7%
2,7030.0%0.21%
+7.7%
Q2 2018$482,000
+3.2%
2,7030.0%0.19%
+14.1%
Q1 2018$467,000
-1.9%
2,7030.0%0.17%
+11.8%
Q4 2017$476,000
+2.4%
2,7030.0%0.15%0.0%
Q3 2017$465,0002,7030.15%
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