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 ↓
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