Fortis Advisors, 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
Fortis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,044,070
-12.0%
3,866
-8.7%
0.74%
-7.3%
Q2 2023$1,186,287
+2.8%
4,233
+0.2%
0.80%
+5.7%
Q1 2023$1,153,555
-3.5%
4,225
+0.3%
0.75%
-17.1%
Q4 2022$1,195,107
+13.0%
4,212
+0.7%
0.91%
+20.5%
Q3 2022$1,058,000
-6.0%
4,1840.0%0.76%
+1.2%
Q2 2022$1,125,000
-6.6%
4,184
+0.3%
0.75%
+12.9%
Q1 2022$1,205,000
-3.7%
4,173
+0.2%
0.66%
-9.0%
Q4 2021$1,251,000
+9.4%
4,164
+0.5%
0.73%
+4.0%
Q3 2021$1,143,000
+28.6%
4,142
+27.2%
0.70%
+35.8%
Q2 2021$889,0003,2560.51%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders