Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 409 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$604,613
-6.2%
2,239
-2.7%
0.06%
-24.0%
Q2 2023$644,866
+3.6%
2,301
+0.9%
0.08%
+1.4%
Q1 2023$622,721
-3.7%
2,281
+0.1%
0.07%
-14.0%
Q4 2022$646,399
+19.5%
2,278
+6.6%
0.09%
+4.9%
Q3 2022$541,000
-3.0%
2,137
+3.1%
0.08%
-1.2%
Q2 2022$558,000
+1.3%
2,073
+8.7%
0.08%
+15.3%
Q1 2022$551,000
+77.7%
1,907
+85.0%
0.07%
+75.6%
Q4 2021$310,000
+36.0%
1,031
+24.4%
0.04%
+24.2%
Q3 2021$228,000
+1.3%
829
+0.4%
0.03%
+22.2%
Q2 2021$225,000
+15.4%
826
+6.9%
0.03%
-15.6%
Q1 2021$195,000
-47.9%
773
-49.2%
0.03%
-59.0%
Q4 2020$374,000
-99.9%
1,522
-0.7%
0.08%
-56.7%
Q3 2020$357,964,000
+5.5%
1,533
+0.5%
0.18%
-4.3%
Q2 2020$339,322,000
+103.2%
1,525
+71.5%
0.19%
+77.4%
Q1 2020$167,021,000
-27.4%
889
-14.9%
0.11%
-23.2%
Q4 2019$230,156,0001,0450.14%
Other shareholders
ISHARES TR shareholders Q2 2022
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