HC Advisors, 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
HC Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,271,697
-6.0%
15,817
-2.4%
2.54%
-3.7%
Q2 2023$4,543,452
+2.7%
16,212
+0.1%
2.64%
-3.6%
Q1 2023$4,423,299
+24.2%
16,199
+29.0%
2.73%
+12.4%
Q4 2022$3,562,830
+12.7%
12,558
+0.5%
2.43%
+11.8%
Q3 2022$3,161,000
+6.2%
12,493
+12.8%
2.18%
+2.6%
Q2 2022$2,977,000
-0.9%
11,071
+6.4%
2.12%
+11.2%
Q1 2022$3,004,000
-4.8%
10,401
-1.0%
1.91%
-1.6%
Q4 2021$3,157,000
+2.8%
10,510
-5.6%
1.94%
-3.9%
Q3 2021$3,071,000
-11.2%
11,130
-12.2%
2.02%
-5.3%
Q2 2021$3,460,000
+9.9%
12,680
+1.7%
2.13%
+4.6%
Q1 2021$3,148,000
+0.5%
12,470
-2.1%
2.04%
-5.0%
Q4 2020$3,132,000
+13.1%
12,738
+4.5%
2.14%
-4.2%
Q3 2020$2,770,000
+3.0%
12,191
-2.3%
2.23%
+0.3%
Q2 2020$2,689,000
+7.1%
12,472
+7.2%
2.23%
-14.0%
Q4 2019$2,510,00011,6352.59%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders