SP Asset Management - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 361 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SP Asset Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$5,578,000
-5.9%
22,048
+0.1%
0.76%
+1.1%
Q2 2022$5,925,000
-6.8%
22,033
+0.1%
0.76%
+10.4%
Q1 2022$6,359,000
+3.9%
22,019
+0.1%
0.68%
+11.8%
Q4 2021$6,118,000
-2.0%
22,005
+0.1%
0.61%
-6.1%
Q3 2021$6,242,000
+0.1%
21,975
+0.1%
0.65%
-4.8%
Q2 2021$6,234,000
+7.4%
21,957
+0.1%
0.68%
-5.1%
Q1 2021$5,807,000
+2.0%
21,946
-2.0%
0.72%
-7.9%
Q4 2020$5,691,000
+7.1%
22,397
+0.1%
0.78%
-3.9%
Q3 2020$5,313,000
+10.2%
22,377
+0.1%
0.82%
-19.3%
Q2 2020$4,820,000
+15.0%
22,351
+0.1%
1.01%
-11.3%
Q1 2020$4,192,000
-27.1%
22,321
-16.3%
1.14%
-13.4%
Q4 2019$5,749,000
+33.7%
26,652
+17.1%
1.32%
+19.2%
Q3 2019$4,301,000
-3.2%
22,753
+0.1%
1.10%
-2.3%
Q2 2019$4,441,000
+0.9%
22,740
+0.1%
1.13%
-5.8%
Q1 2019$4,403,000
+8.4%
22,722
+1.2%
1.20%
-3.1%
Q4 2018$4,060,000
-8.9%
22,457
-0.1%
1.24%
-2.2%
Q3 2018$4,458,000
+3.3%
22,482
+0.1%
1.27%
+7.6%
Q2 2018$4,315,00022,4561.18%
Other shareholders
ISHARES TR shareholders Q2 2021
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