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

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 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 Q1 2022
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