JGP Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 328 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
JGP Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$236,000
-98.4%
865
-98.5%
0.05%
-98.4%
Q1 2021$14,634,000
-1.0%
57,969
-0.9%
3.28%
-4.2%
Q4 2020$14,776,000
+16.1%
58,474
+6.3%
3.42%
+1.3%
Q3 2020$12,723,000
+9.5%
55,019
+4.0%
3.38%
-1.1%
Q2 2020$11,618,000
+74.9%
52,880
+59.1%
3.42%
+45.1%
Q1 2020$6,644,00033,2322.36%
Other shareholders
ISHARES TR shareholders Q3 2020
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