ShoreHaven Wealth Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 477 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ShoreHaven Wealth Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$308,372
-2.6%
5,033
-1.6%
0.16%
-6.9%
Q1 2024$316,619
-2.0%
5,115
+353.1%
0.17%
-11.7%
Q4 2023$323,165
-56.3%
1,129
-58.8%
0.20%
-61.3%
Q3 2023$740,266
-19.7%
2,741
-16.7%
0.51%
-17.5%
Q2 2023$921,755
+13.2%
3,289
+10.3%
0.62%
+8.1%
Q1 2023$814,269
-15.3%
2,982
-12.0%
0.57%
-15.8%
Q4 2022$961,509
+18.3%
3,389
+5.4%
0.68%
+9.2%
Q3 2022$813,000
+7.4%
3,216
+14.1%
0.62%
+14.4%
Q2 2022$757,0002,8180.54%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
HT Partners LLC 87,720$11,429,916,0005.97%
LVZ, Inc. 54,430$6,978,0005.18%
Shamrock Asset Management LLC 125,822$16,132,0005.00%
Transamerica Financial Advisors, Inc. 385,137$49,379,0004.30%
Prospera Financial Services Inc 122,622$15,721,0004.25%
Quantitative Advantage, LLC 103,973$13,330,0003.10%
Arrow Investment Advisors, LLC 132,650$17,007,0003.07%
CINQUE PARTNERS LLC 37,916$4,861,0002.50%
Oakworth Capital, Inc. 26,936$3,454,0002.10%
Dorsey Wright & Associates 132,650$17,007,0002.00%
View complete list of ISHARES TR shareholders