Kovack Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kovack Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$710,884
-5.4%
2,632
-1.9%
0.10%
+3.1%
Q2 2023$751,754
-54.8%
2,682
-56.0%
0.10%
-57.7%
Q1 2023$1,664,981
-7.4%
6,097
-3.8%
0.23%
-13.7%
Q4 2022$1,797,415
+10.9%
6,335
-1.1%
0.26%
+10.5%
Q3 2022$1,621,000
-6.5%
6,407
-0.6%
0.24%
+3.9%
Q2 2022$1,733,000
-8.5%
6,445
-1.8%
0.23%
+17.4%
Q1 2022$1,894,000
-5.1%
6,561
-1.2%
0.20%
+1.0%
Q4 2021$1,996,000
+170.1%
6,644
+148.1%
0.19%
+141.2%
Q3 2021$739,000
+7.9%
2,678
+6.7%
0.08%
+2.6%
Q2 2021$685,000
+8.2%
2,509
+0.1%
0.08%
-4.9%
Q1 2021$633,000
+7.7%
2,507
+4.8%
0.08%
-3.5%
Q4 2020$588,000
+24.1%
2,392
+14.7%
0.08%
+1.2%
Q3 2020$474,000
+15.6%
2,085
+9.7%
0.08%
+5.0%
Q2 2020$410,000
+105.0%
1,901
+85.5%
0.08%
+73.9%
Q2 2019$200,000
-19.7%
1,025
-25.7%
0.05%
-37.0%
Q4 2018$249,000
-50.4%
1,380
-52.8%
0.07%
-56.3%
Q3 2017$502,0002,9220.17%
Other shareholders
ISHARES TR shareholders Q2 2022
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