Wealth Management Partners, 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
Wealth Management Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$200,000
-13.8%
1,000
+17.5%
0.14%
-15.4%
Q2 2021$232,000
+8.4%
8510.0%0.16%
+1.2%
Q1 2021$214,000
-21.3%
851
-19.4%
0.16%
-24.9%
Q4 2020$272,0001,0560.21%
Other shareholders
ISHARES TR shareholders Q1 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