CONSOLIDATED CAPITAL MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 192 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.79 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 Q3 2023
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
View complete list of ISHARES TR shareholders