CreativeOne Wealth, LLC - 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
CreativeOne Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$441
-6.6%
1,633
-3.0%
0.03%
+166.7%
Q2 2023$472
+14.6%
1,684
+11.5%
0.01%
-40.0%
Q1 2023$412
+37.8%
1,510
+43.4%
0.02%
+25.0%
Q4 2022$299
-99.9%
1,053
+6.3%
0.02%
+6.7%
Q3 2022$250,000
+17.4%
991
+39.8%
0.02%
+36.4%
Q4 2021$213,0007090.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders