Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$274,121
-9.9%
1,015
-6.5%
0.16%
-9.0%
Q2 2023$304,354
+0.8%
1,086
-1.8%
0.18%
-9.6%
Q1 2023$302,004
-12.0%
1,106
-8.6%
0.20%
-19.3%
Q4 2022$343,289
-91.3%
1,210
-92.3%
0.24%
-91.8%
Q3 2022$3,951,000
-98.6%
15,618
+1398.8%
2.99%
+1284.3%
Q2 2022$280,214,000
+85855.2%
1,042
-7.5%
0.22%
-3.6%
Q1 2022$326,0001,1260.22%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders