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

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 459 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 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 Q2 2023
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders