N.E.W. Advisory Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
N.E.W. Advisory Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$276,881
-3.8%
1,0140.0%0.04%
-11.1%
Q4 2022$287,682
+11.9%
1,0140.0%0.04%
-4.3%
Q3 2022$257,000
-5.9%
1,0140.0%0.05%
-2.1%
Q2 2022$273,000
-33.9%
1,014
-37.9%
0.05%
-38.5%
Q1 2022$413,000
-2.8%
1,634
+15.6%
0.08%
+21.9%
Q4 2021$425,000
-4.7%
1,414
-12.6%
0.06%
-12.3%
Q3 2021$446,000
-0.2%
1,617
-1.0%
0.07%
-2.7%
Q2 2021$447,000
+8.8%
1,6340.0%0.08%
-2.6%
Q1 2021$411,000
-13.7%
1,634
-15.5%
0.08%
-23.0%
Q4 2020$476,0001,9340.10%
Other shareholders
ISHARES TR shareholders Q4 2021
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