Virtue Capital Management, 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
Virtue Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,149,5020.0%7,7440.0%0.37%
-0.3%
Q2 2023$2,149,502
-43.0%
7,744
-41.7%
0.37%
-36.2%
Q4 2022$3,769,975
+19.6%
13,288
+13.4%
0.58%
+16.2%
Q2 2022$3,151,000
+97.7%
11,719
+120.9%
0.50%
+110.6%
Q4 2021$1,594,000
-0.7%
5,306
-9.8%
0.24%
-26.8%
Q2 2021$1,605,000
+77.9%
5,884
+64.6%
0.32%
+51.4%
Q1 2021$902,0003,5740.21%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders