Cornerstone Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 476 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.14 and the average weighting 0.2%.

Quarter-by-quarter ownership
Cornerstone Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$598,438
-5.1%
2,216
-1.6%
0.06%0.0%
Q2 2023$630,810
+0.9%
2,251
-1.7%
0.06%
-8.2%
Q1 2023$624,996
+8.5%
2,289
+0.5%
0.06%
-4.7%
Q3 2022$576,000
+90.1%
2,278
+102.3%
0.06%
+88.2%
Q2 2022$303,000
+13.5%
1,126
+21.6%
0.03%
+30.8%
Q1 2022$267,000
-3.3%
926
+1.0%
0.03%0.0%
Q4 2021$276,000
+9.1%
9170.0%0.03%
-3.7%
Q3 2021$253,000
+0.4%
917
-0.7%
0.03%0.0%
Q2 2021$252,000
+0.8%
923
-6.6%
0.03%
-10.0%
Q1 2021$250,000
+2.9%
9880.0%0.03%
-3.2%
Q4 2020$243,000
+0.4%
988
-7.1%
0.03%
-13.9%
Q3 2020$242,000
-3.6%
1,063
-8.6%
0.04%
-12.2%
Q2 2020$251,000
+16.7%
1,163
+1.4%
0.04%0.0%
Q1 2020$215,000
-16.7%
1,147
-4.2%
0.04%
-2.4%
Q4 2019$258,000
+7.1%
1,197
-6.3%
0.04%
-2.3%
Q3 2019$241,000
-3.6%
1,2770.0%0.04%
-4.4%
Q2 2019$250,000
-11.3%
1,277
-4.2%
0.04%
+32.4%
Q1 2019$282,000
+12.4%
1,333
-3.9%
0.03%
-37.0%
Q4 2018$251,000
-81.4%
1,387
-99.4%
0.05%
+217.6%
Q3 2018$1,347,000
-3.3%
233,447
-6.2%
0.02%
+6.2%
Q2 2018$1,393,000
+480.4%
248,913
+17404.4%
0.02%
-65.2%
Q1 2018$240,000
+2.1%
1,422
+8.8%
0.05%
+4.5%
Q4 2017$235,000
+0.9%
1,307
-3.0%
0.04%
-8.3%
Q3 2017$233,000
+13.1%
1,347
+8.9%
0.05%
+4.3%
Q2 2017$206,000
-4.6%
1,237
-14.3%
0.05%
-42.5%
Q3 2016$216,0001,4430.08%
Other shareholders
ISHARES TR shareholders Q4 2022
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