Parallel Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
Parallel Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$129,396
-3.6%
4790.0%0.00%0.0%
Q2 2023$134,275
-7.3%
479
-9.6%
0.00%
-20.0%
Q1 2023$144,857
+4.0%
530
+7.9%
0.01%
-16.7%
Q4 2022$139,302
+8.0%
491
-3.9%
0.01%0.0%
Q3 2022$129,000
+239.5%
511
+262.4%
0.01%
+200.0%
Q2 2022$38,000
-77.9%
141
-76.1%
0.00%
-71.4%
Q1 2022$172,000
-9.5%
591
-6.8%
0.01%0.0%
Q4 2021$190,000
+16.6%
634
+7.3%
0.01%0.0%
Q3 2021$163,000
-25.2%
591
-26.0%
0.01%
-22.2%
Q2 2021$218,000
-1.8%
799
-9.1%
0.01%
-10.0%
Q1 2021$222,000
+2.8%
8790.0%0.01%
-16.7%
Q4 2020$216,000
+3.8%
879
-3.9%
0.01%
-7.7%
Q3 2020$208,000
+5.6%
915
+0.1%
0.01%0.0%
Q2 2020$197,000
+22.4%
914
+6.0%
0.01%0.0%
Q1 2020$161,000
-4.7%
862
+10.1%
0.01%0.0%
Q4 2019$169,000
+14.2%
783
+0.1%
0.01%0.0%
Q3 2019$148,000
-3.3%
782
+0.1%
0.01%
-13.3%
Q2 2019$153,000
+139.1%
781
+136.0%
0.02%
+114.3%
Q1 2019$64,000
+8.5%
331
+0.9%
0.01%
-12.5%
Q4 2018$59,000
+28.3%
328
+43.9%
0.01%
+33.3%
Q3 2018$46,000
+15.0%
2280.0%0.01%0.0%
Q2 2018$40,000
+42.9%
228
+38.2%
0.01%
+50.0%
Q1 2018$28,000
-3.4%
1650.0%0.00%
-20.0%
Q4 2017$29,000
+3.6%
1650.0%0.01%0.0%
Q3 2017$28,0000.0%1650.0%0.01%0.0%
Q2 2017$28,000
-63.2%
165
-65.6%
0.01%
-37.5%
Q1 2017$76,000
+216.7%
480
+190.9%
0.01%
+33.3%
Q4 2016$24,0001650.01%
Other shareholders
ISHARES TR shareholders Q1 2023
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%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
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