Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$36,0000.0%1900.0%0.02%
+33.3%
Q3 2019$36,000
-7.7%
190
-5.0%
0.01%0.0%
Q2 2019$39,000
-7.1%
200
-7.4%
0.01%
-14.3%
Q1 2019$42,0002160.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders