BELLEVUE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 303 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.58 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$30,635
-1.0%
5000.0%0.02%
-5.6%
Q1 2024$30,950
+8.1%
500
+400.0%
0.02%
-28.0%
Q4 2023$28,624
+6.0%
1000.0%0.02%
+38.9%
Q3 2023$27,007
-3.6%
1000.0%0.02%0.0%
Q2 2023$28,025
+2.6%
1000.0%0.02%
-5.3%
Q1 2023$27,306
-3.0%
1000.0%0.02%
-13.6%
Q4 2022$28,147
+8.3%
1000.0%0.02%
+10.0%
Q3 2022$26,000
-3.7%
1000.0%0.02%0.0%
Q2 2022$27,000
-6.9%
1000.0%0.02%
+11.1%
Q1 2022$29,000
-3.3%
1000.0%0.02%0.0%
Q4 2021$30,000
+7.1%
1000.0%0.02%
+5.9%
Q3 2021$28,000
+3.7%
1000.0%0.02%
+6.2%
Q2 2021$27,000
+8.0%
1000.0%0.02%0.0%
Q1 2021$25,000
-3.8%
1000.0%0.02%0.0%
Q4 2020$26,000
+13.0%
1000.0%0.02%0.0%
Q3 2020$23,000
+4.5%
1000.0%0.02%
-30.4%
Q2 2020$22,0000.0%1000.0%0.02%0.0%
Q1 2020$22,0000.0%1000.0%0.02%
+35.3%
Q4 2019$22,0001000.02%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 275,932$16,906,3498.08%
Perbak Capital Partners LLP 427,851$26,214,4317.75%
Sowa Financial Group, Inc. 108,907$6,6735.05%
Bellwether Advisors, LLC 376,352$23,059,0754.84%
First Citizens Financial Corp 110,781$6,787,5524.02%
HC Advisors, LLC 61,400$3,761,9843.47%
Audent Global Asset Management, LLC 40,479$2,480,1682.58%
Sheridan Capital Management, LLC 56,655$3,453,7082.57%
ETFIDEA, LLC 97,358$5,965,1262.02%
Oakworth Capital, Inc. 393,851$24,131,1921.76%
View complete list of ISHARES TR shareholders