Shira Ridge Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 459 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
Shira Ridge Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$671,948
-4.4%
2,488
-0.8%
0.44%
+0.2%
Q2 2023$702,607
-1.5%
2,507
-4.0%
0.44%
-6.6%
Q1 2023$713,246
-7.3%
2,612
-3.7%
0.47%
-11.1%
Q4 2022$769,1392,7110.53%
Other shareholders
ISHARES TR shareholders Q2 2023
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