Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 324 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$81,000
+32.8%
320
-2.1%
0.01%
-33.3%
Q1 2020$61,000
-9.0%
327
+4.8%
0.01%0.0%
Q4 2019$67,000
+36.7%
312
+19.5%
0.01%
+28.6%
Q3 2019$49,000
-10.9%
261
-8.1%
0.01%
-22.2%
Q2 2019$55,0000.0%2840.0%0.01%0.0%
Q1 2019$55,0000.0%284
-6.3%
0.01%
-18.2%
Q4 2018$55,000
-9.8%
303
+0.3%
0.01%0.0%
Q3 2018$61,000
+22.0%
302
+7.1%
0.01%
+10.0%
Q2 2018$50,000
+19.0%
282
+17.0%
0.01%
+11.1%
Q1 2018$42,0000.0%2410.0%0.01%
-18.2%
Q4 2017$42,000
+13.5%
241
+11.1%
0.01%0.0%
Q3 2017$37,0002170.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders