IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 196 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 5.88 and the average weighting 0.2%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$1,218
-99.9%
4,294
-48.2%
0.28%
-49.5%
Q3 2022$2,096,000
+848.4%
8,286
+984.6%
0.54%
+1197.6%
Q1 2022$221,000
-9.4%
764
-6.1%
0.04%
-2.3%
Q4 2021$244,000
+5.2%
814
-3.2%
0.04%
-4.4%
Q3 2021$232,000
+1.3%
841
+0.1%
0.04%
-2.2%
Q2 2021$229,000
+11.7%
840
-20.3%
0.05%
-22.0%
Q2 2019$205,000
+34.0%
1,054
+0.5%
0.06%
-19.2%
Q4 2016$153,0001,0490.07%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders