Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 290 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$598,285
-3.5%
2,215
+0.1%
0.02%
-4.2%
Q2 2023$620,281
+15.1%
2,213
+12.1%
0.02%
+9.1%
Q1 2023$539,067
-15.5%
1,974
-12.3%
0.02%
-24.1%
Q4 2022$638,222
+46.7%
2,250
+30.8%
0.03%
+31.8%
Q3 2022$435,000
-2.2%
1,720
+3.9%
0.02%
-24.1%
Q2 2022$445,000
-38.5%
1,655
-33.9%
0.03%
-27.5%
Q1 2022$723,000
-1.0%
2,504
+3.0%
0.04%
+2.6%
Q4 2021$730,000
-4.7%
2,430
-12.5%
0.04%
-13.3%
Q3 2021$766,000
+13.3%
2,776
+12.0%
0.04%
+12.5%
Q2 2021$676,000
+65.3%
2,478
+53.1%
0.04%
+42.9%
Q1 2021$409,000
-11.1%
1,619
-13.5%
0.03%
-17.6%
Q4 2020$460,000
+12.7%
1,872
+4.2%
0.03%
-2.9%
Q3 2020$408,000
+17.2%
1,796
+11.3%
0.04%
+2.9%
Q2 2020$348,000
+19.2%
1,613
+3.7%
0.03%
-15.0%
Q1 2020$292,000
-17.3%
1,556
-4.9%
0.04%
+5.3%
Q4 2019$353,000
+14.6%
1,636
+0.4%
0.04%
-7.3%
Q3 2019$308,000
-3.1%
1,6300.0%0.04%0.0%
Q2 2019$318,000
+1.0%
1,630
+0.1%
0.04%
-12.8%
Q1 2019$315,000
+8.2%
1,628
+1.3%
0.05%
-17.5%
Q4 2018$291,000
-79.2%
1,607
-76.7%
0.06%
-73.1%
Q3 2018$1,399,000
+492.8%
6,895
+420.0%
0.21%
+292.6%
Q2 2018$236,000
+6.8%
1,326
+3.8%
0.05%
-3.6%
Q1 2018$221,000
-0.9%
1,2780.0%0.06%
-33.3%
Q4 2017$223,0001,2780.08%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders