KENFARB & CO. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 417 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
KENFARB & CO. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$250,888
-13.0%
929
-9.7%
0.23%
-8.8%
Q2 2023$288,374
-12.9%
1,029
-15.1%
0.25%
-15.2%
Q1 2023$330,933
-9.7%
1,212
-6.2%
0.30%
-8.9%
Q4 2022$366,538
+9.1%
1,292
-2.6%
0.32%
+1.6%
Q3 2022$336,000
-12.3%
1,3270.0%0.32%
+5.6%
Q2 2022$383,0000.0%1,3270.0%0.30%0.0%
Q1 2022$383,000
-5.4%
1,327
-1.7%
0.30%
+2.4%
Q4 2021$405,0001,3500.30%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Tredje AP-fonden 832,000$148,681,0005.16%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 12,822$2,285,0001.71%
PETTYJOHN, WOOD & WHITE, INC 24,738$4,408,0001.54%
Peachtree Investment Advisors, Inc. 11,645$2,075,0001.50%
Oakworth Capital, Inc. 40,313$7,183,0001.49%
SP Asset Management 22,456$4,315,0001.18%
MURPHY CAPITAL MANAGEMENT INC 43,759$7,797,0001.13%
FIRST UNITED BANK & TRUST 9,238$1,646,0001.09%
Stillwater Capital Advisors, LLC 22,817$4,066,0000.97%
Summit X, LLC 8,007$1,419,0000.79%
View complete list of ISHARES TR shareholders