BELLEVUE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 324 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.2%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
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 Q2 2020
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