IFG Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 376 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.73 and the average weighting 0.2%.

Quarter-by-quarter ownership
IFG Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,972,876
-3.7%
7,305
-0.1%
0.17%
-8.8%
Q2 2023$2,049,218
+1.4%
7,312
-1.2%
0.18%
-3.7%
Q1 2023$2,020,838
+96452.2%
7,400
+0.3%
0.19%
-9.1%
Q4 2022$2,093
-99.9%
7,380
+1.6%
0.21%
+24.6%
Q3 2022$1,838,000
+19.6%
7,266
+27.1%
0.17%
+2.5%
Q2 2022$1,537,000
-9.2%
5,717
-2.4%
0.16%
-4.7%
Q1 2022$1,692,000
-4.8%
5,860
-0.9%
0.17%
-1.2%
Q4 2021$1,777,000
+4.7%
5,916
-3.8%
0.17%
-5.5%
Q3 2021$1,697,000
+1.1%
6,1510.0%0.18%
-2.1%
Q2 2021$1,678,000
+7.8%
6,151
-0.2%
0.19%
-3.6%
Q1 2021$1,556,000
+2.6%
6,1650.0%0.19%
-7.6%
Q4 2020$1,516,000
+8.1%
6,165
-0.2%
0.21%
-7.5%
Q3 2020$1,403,000
-7.5%
6,179
-12.2%
0.23%
-16.8%
Q2 2020$1,517,000
+13.1%
7,037
-1.4%
0.27%
-8.7%
Q1 2020$1,341,000
-12.2%
7,140
+0.8%
0.30%
+7.2%
Q4 2019$1,528,000
+13.7%
7,086
-0.3%
0.28%
+6.9%
Q3 2019$1,344,0007,1100.26%
Other shareholders
ISHARES TR shareholders Q3 2021
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