Accel Wealth Management - 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
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$18,295
-3.8%
670.0%0.01%
-22.2%
Q4 2022$19,009
+5.6%
670.0%0.01%
-10.0%
Q3 2022$18,0000.0%670.0%0.01%0.0%
Q2 2022$18,000
-10.0%
670.0%0.01%0.0%
Q1 2022$20,0000.0%670.0%0.01%0.0%
Q4 2021$20,000
+11.1%
670.0%0.01%
-16.7%
Q3 2021$18,0000.0%670.0%0.01%0.0%
Q2 2021$18,000
+5.9%
670.0%0.01%
-14.3%
Q1 2021$17,000
+6.2%
670.0%0.01%
-6.7%
Q4 2020$16,000670.02%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 46,794$11,507,0007.35%
Sowa Financial Group, Inc. 30,388$7,473,0005.03%
First Citizens Financial Corp 19,195$4,672,0004.07%
JGP Wealth Management, LLC 58,474$14,776,0003.42%
Oakworth Capital, Inc. 95,927$23,589,0003.06%
HC Advisors, LLC 12,738$3,132,0002.14%
Cadent Capital Advisors, LLC 16,091$3,957,0001.95%
Kesler, Norman & Wride, LLC 28,270$6,952,0001.94%
PETTYJOHN, WOOD & WHITE, INC 22,458$5,523,0001.41%
Mine & Arao Wealth Creation & Management, LLC. 7,900$1,943,0001.40%
View complete list of ISHARES TR shareholders