Founders Financial Alliance, 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
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$17,555
-3.6%
650.0%0.01%
+14.3%
Q2 2023$18,217
+2.6%
650.0%0.01%
-22.2%
Q1 2023$17,749
-3.8%
650.0%0.01%
+12.5%
Q4 2022$18,441
+15.3%
650.0%0.01%0.0%
Q3 2022$16,000
-76.5%
65
-74.4%
0.01%
-76.5%
Q2 2022$68,000
+257.9%
254
+290.8%
0.03%
+325.0%
Q1 2022$19,000
-5.0%
650.0%0.01%0.0%
Q4 2021$20,000
+11.1%
650.0%0.01%0.0%
Q3 2021$18,0000.0%650.0%0.01%0.0%
Q2 2021$18,000
+5.9%
650.0%0.01%0.0%
Q1 2021$17,000
+6.2%
650.0%0.01%
-11.1%
Q4 2020$16,000
+14.3%
650.0%0.01%
+12.5%
Q3 2020$14,000650.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders