Fulcrum Equity Management - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
Fulcrum Equity Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$507,000
-48.2%
1,836
-48.8%
0.20%
-46.0%
Q2 2021$979,000
+6.9%
3,587
-1.1%
0.36%
+0.8%
Q1 2021$916,000
-14.6%
3,628
-16.8%
0.36%
-15.4%
Q4 2020$1,072,000
-73.2%
4,361
-76.4%
0.43%
-79.5%
Q4 2019$3,993,000
-7.3%
18,509
-17.0%
2.09%
+1.7%
Q2 2019$4,306,00022,2892.05%
Other shareholders
ISHARES TR shareholders Q4 2021
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