Clear Perspective Advisors, LLC - 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
Clear Perspective Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$516,000
-1.5%
2,1000.0%0.21%
-14.2%
Q3 2020$524,000
+15.7%
2,1000.0%0.25%
-0.4%
Q2 2020$453,000
+15.0%
2,1000.0%0.25%
-6.1%
Q1 2020$394,000
-13.0%
2,1000.0%0.26%
-6.1%
Q4 2019$453,000
+14.1%
2,1000.0%0.28%
+55.6%
Q3 2019$397,000
-3.2%
2,1000.0%0.18%
-31.6%
Q2 2019$410,000
+0.7%
2,1000.0%0.26%
-9.0%
Q1 2019$407,000
+7.1%
2,1000.0%0.29%
-8.5%
Q4 2018$380,000
-10.8%
2,1000.0%0.32%0.0%
Q3 2018$426,000
+13.9%
2,1000.0%0.32%
+20.6%
Q2 2018$374,000
+3.3%
2,1000.0%0.26%
-3.0%
Q1 2018$362,000
-1.1%
2,1000.0%0.27%
-3.6%
Q4 2017$366,000
+1.4%
2,1000.0%0.28%
-5.1%
Q3 2017$361,000
+3.4%
2,1000.0%0.30%
+0.7%
Q2 2017$349,000
+6.7%
2,1000.0%0.29%
+35.6%
Q1 2017$327,000
+7.9%
2,1000.0%0.22%
+7.5%
Q4 2016$303,0002,1000.20%
Other shareholders
ISHARES TR shareholders Q4 2020
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%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
HC Advisors, LLC 11,130$3,071,0002.02%
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