CONSOLIDATED CAPITAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 203 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
CONSOLIDATED CAPITAL MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$445,982
-8.8%
2,884
-6.8%
0.24%
-1.7%
Q2 2023$488,822
+5.8%
3,094
+1.0%
0.24%
-3.6%
Q1 2023$462,240
+12.9%
3,062
+17.8%
0.25%
+2.0%
Q4 2022$409,394
+8.9%
2,599
-2.3%
0.24%
+3.4%
Q3 2022$376,0002,6610.24%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Kozak & Associates, Inc. 86,263$14,966,0009.58%
Annex Advisory Services, LLC 596,381$115,149,0007.89%
Wealthgate Family Office, LLC 21,923$4,233,0006.59%
SFI Advisors, LLC 30,005$6,134,0005.42%
Signify Wealth 38,053$7,347,0004.56%
Lee Financial Group Hawaii, Inc. 25,373$4,899,0003.56%
Empowered Funds, LLC 135,725$26,206,0002.96%
Diversified, LLC 27,822$5,372,0002.27%
SPC Financial, Inc. 104,197$20,118,0002.24%
WestEnd Advisors, LLC 400,417$77,312,514,0002.10%
View complete list of ISHARES TR shareholders