Connecticut Wealth Management, LLC - 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
Connecticut Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,929,539
+12.1%
20,9000.0%0.50%
+2.0%
Q3 2022$5,288,000
-5.9%
20,9000.0%0.49%
+0.4%
Q2 2022$5,620,000
-6.9%
20,9000.0%0.49%
+6.3%
Q1 2022$6,036,000
-3.9%
20,9000.0%0.46%
-5.1%
Q4 2021$6,278,000
+8.9%
20,9000.0%0.49%
-3.2%
Q3 2021$5,767,000
+1.1%
20,9000.0%0.50%
+0.2%
Q2 2021$5,703,000
-29.4%
20,900
-66.7%
0.50%
-31.9%
Q1 2021$8,078,000
+54.8%
62,798
+166.6%
0.74%
+33.0%
Q4 2020$5,217,000
+9.9%
23,557
+12.7%
0.55%
+5.7%
Q3 2020$4,748,000
+4.7%
20,900
-3.7%
0.52%
-6.9%
Q2 2020$4,537,000
+15.6%
21,707
+3.9%
0.56%
-3.9%
Q1 2020$3,925,000
-12.5%
20,900
+0.5%
0.59%
+18.6%
Q4 2019$4,487,000
+14.1%
20,8000.0%0.49%
+1.9%
Q3 2019$3,932,000
-3.2%
20,8000.0%0.48%
-3.2%
Q2 2019$4,062,00020,8000.50%
Other shareholders
ISHARES TR shareholders Q1 2022
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