Mine & Arao Wealth Creation & Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 420 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.15 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mine & Arao Wealth Creation & Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,809,116
+0.8%
45,848
+1.8%
1.37%
-0.9%
Q1 2024$2,787,141
+0.9%
45,027
+366.4%
1.38%
-7.7%
Q4 2023$2,763,360
+6.6%
9,654
+0.5%
1.49%
-5.3%
Q3 2023$2,593,389
+0.5%
9,603
+4.3%
1.58%
+4.4%
Q2 2023$2,581,308
+2.6%
9,2110.0%1.51%
-6.4%
Q1 2023$2,515,221
-2.4%
9,211
+1.4%
1.61%
-15.4%
Q4 2022$2,578,108
+12.7%
9,087
+0.5%
1.91%
+13.3%
Q3 2022$2,287,000
-3.7%
9,038
+2.3%
1.68%
+0.9%
Q2 2022$2,376,000
-7.0%
8,836
-0.1%
1.67%
+11.5%
Q1 2022$2,554,000
-2.7%
8,844
+1.2%
1.50%
+3.5%
Q4 2021$2,625,000
+14.0%
8,738
+4.7%
1.45%
+4.9%
Q3 2021$2,303,000
+0.0%
8,347
-1.1%
1.38%
-0.7%
Q2 2021$2,302,000
+14.5%
8,437
+6.0%
1.39%
+3.7%
Q1 2021$2,010,000
+3.4%
7,960
+0.8%
1.34%
-4.0%
Q4 2020$1,943,000
+9.0%
7,900
+0.7%
1.40%
-4.8%
Q3 2020$1,782,000
+11.8%
7,843
+6.1%
1.47%
-1.9%
Q2 2020$1,594,000
+14.4%
7,394
-0.3%
1.50%
-7.4%
Q1 2020$1,393,000
-11.2%
7,418
+2.1%
1.62%
+9.8%
Q4 2019$1,568,0007,2681.47%
Other shareholders
ISHARES TR shareholders Q3 2022
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