IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 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 Q1 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
HC Advisors, LLC 11,130$3,071,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders