HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$214,000
-67.4%
774
-71.0%
0.04%
-73.7%
Q4 2020$656,000
+23.5%
2,668
+14.1%
0.14%
+13.2%
Q3 2020$531,000
+4325.0%
2,338
+4229.6%
0.12%
+3933.3%
Q2 2020$12,000
+20.0%
540.0%0.00%0.0%
Q1 2020$10,000
-98.0%
54
-97.7%
0.00%
-97.6%
Q4 2019$507,000
+13.2%
2,348
+2.4%
0.12%
-3.1%
Q2 2019$448,000
-15.3%
2,294
-16.2%
0.13%
-16.4%
Q1 2019$529,0002,7390.15%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders