United Capital Management of KS, Inc. - 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
United Capital Management of KS, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$205,487
-1.7%
724
-6.9%
0.08%
-13.3%
Q2 2022$209,000
-9.1%
778
-2.5%
0.10%
+10.1%
Q1 2022$230,000
-18.7%
798
-15.5%
0.09%
-16.0%
Q4 2021$283,000
-4.1%
944
-11.7%
0.11%
-12.4%
Q3 2021$295,000
-0.3%
1,069
-1.5%
0.12%0.0%
Q2 2021$296,000
-1.3%
1,085
-8.7%
0.12%
-12.3%
Q1 2021$300,000
-7.4%
1,188
-9.7%
0.14%
-6.8%
Q4 2020$324,000
-9.5%
1,316
-16.5%
0.15%
-21.3%
Q3 2020$358,000
+0.3%
1,576
-4.7%
0.19%
-9.6%
Q2 2020$357,000
+5.9%
1,653
-7.9%
0.21%
-26.8%
Q1 2020$337,000
-20.9%
1,795
-9.1%
0.28%
+5.2%
Q4 2019$426,000
+3.6%
1,974
-9.6%
0.27%
-10.0%
Q3 2019$411,000
-3.7%
2,183
+0.4%
0.30%
-7.1%
Q2 2019$427,000
+7.3%
2,175
+0.5%
0.32%
+3.5%
Q1 2019$398,000
+1.3%
2,165
-0.5%
0.31%
-14.5%
Q4 2018$393,000
-5.5%
2,176
+4.4%
0.36%
+9.0%
Q3 2018$416,0002,0840.34%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders