Kesler, Norman & Wride, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 454 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.66 and the average weighting 0.2%.

Quarter-by-quarter ownership
Kesler, Norman & Wride, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,043,000
-0.7%
6,802
-8.8%
0.43%
-10.7%
Q3 2021$2,058,000
-13.4%
7,457
-10.3%
0.48%
-11.3%
Q2 2021$2,377,000
-66.3%
8,311
-70.3%
0.55%
-68.8%
Q1 2021$7,056,000
+1.5%
27,953
-1.1%
1.75%
-9.6%
Q4 2020$6,952,00028,2701.94%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 34,434$8,712,0006.88%
Kalos Management, Inc. 7,330$1,924,0004.75%
First Citizens Financial Corp 18,196$4,604,0004.53%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 21,003$5,314,0003.34%
Goodwin Investment Advisory 15,618$3,951,0002.99%
ETFIDEA, LLC 19,832$5,017,5682.59%
Oakworth Capital, Inc. 82,156$20,785,0002.30%
HC Advisors, LLC 12,493$3,161,0002.18%
Wealth Enhancement & Preservation of GA, LLC 5,107$1,292,0002.07%
HWG Holdings LP 9,381$2,373,0001.70%
View complete list of ISHARES TR shareholders