W ADVISORS, LLC - 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
W ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$350,551
-29.6%
1,298
-26.9%
0.29%
-26.2%
Q2 2023$497,729
+2.3%
1,776
-0.3%
0.39%
-3.0%
Q1 2023$486,593
-21.4%
1,782
-18.3%
0.40%
-22.1%
Q4 2022$618,771
+50.2%
2,181
+33.9%
0.52%
+34.7%
Q3 2022$412,000
-36.2%
1,629
-32.2%
0.38%
-31.5%
Q2 2022$646,0002,4010.56%
Other shareholders
ISHARES TR shareholders Q2 2022
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