ADVISOR PARTNERS II, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 457 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.46 and the average weighting 0.2%.

Quarter-by-quarter ownership
ADVISOR PARTNERS II, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$310,392
-2.4%
1,149
+1.2%
0.01%
-20.0%
Q2 2023$317,959
+6.4%
1,135
+3.7%
0.02%
-6.2%
Q1 2023$298,764
-2.5%
1,094
+1.3%
0.02%
-15.8%
Q4 2022$306,469
+12.3%
1,0800.0%0.02%
-9.5%
Q3 2022$273,0001,0800.02%
Other shareholders
ISHARES TR shareholders Q1 2023
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