CFM WEALTH PARTNERS LLC - 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
CFM WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$543,381
-3.6%
2,0120.0%0.14%
+3.6%
Q2 2023$563,868
+2.6%
2,0120.0%0.14%
-7.4%
Q1 2023$549,397
-3.8%
2,0120.0%0.15%
-13.5%
Q4 2022$570,825
+12.1%
2,0120.0%0.17%
+4.9%
Q3 2022$509,000
-5.9%
2,0120.0%0.16%
+0.6%
Q2 2022$541,000
-6.9%
2,0120.0%0.16%
+16.5%
Q1 2022$581,000
-3.0%
2,0120.0%0.14%
+3.7%
Q4 2021$599,000
+7.9%
2,0120.0%0.13%
-4.3%
Q3 2021$555,000
+1.1%
2,0120.0%0.14%
-4.1%
Q2 2021$549,000
+8.1%
2,0120.0%0.15%
-4.6%
Q1 2021$508,000
+4980.0%
2,012
+4006.1%
0.15%
+3725.0%
Q2 2020$10,000
+11.1%
490.0%0.00%0.0%
Q1 2020$9,000
-75.0%
49
-69.6%
0.00%
-69.2%
Q4 2019$36,0001610.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders