ADVISORS MANAGEMENT GROUP INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 412 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.03 and the average weighting 0.2%.

Quarter-by-quarter ownership
ADVISORS MANAGEMENT GROUP INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$371
-8.2%
1,373
-4.9%
0.11%
-7.4%
Q2 2023$404
-8.4%
1,443
-10.6%
0.12%
-14.2%
Q1 2023$441
-3.7%
1,6140.0%0.14%
-18.5%
Q4 2022$458
-99.9%
1,6140.0%0.17%
+6.8%
Q3 2022$408,000
-6.0%
1,6140.0%0.16%
+6.6%
Q2 2022$434,000
-6.9%
1,6140.0%0.15%
-3.2%
Q1 2022$466,000
-3.9%
1,6140.0%0.16%
+8.3%
Q4 2021$485,000
+9.0%
1,6140.0%0.14%
+5.1%
Q3 2021$445,000
-7.1%
1,614
-8.0%
0.14%
-3.5%
Q2 2021$479,000
+8.1%
1,7550.0%0.14%
+2.9%
Q1 2021$443,000
+2.5%
1,7550.0%0.14%
-21.0%
Q4 2020$432,000
+8.3%
1,7550.0%0.18%
+6.0%
Q3 2020$399,000
+5.6%
1,7550.0%0.17%
-1.8%
Q2 2020$378,000
+14.5%
1,7550.0%0.17%
+7.0%
Q1 2020$330,000
-26.5%
1,755
-15.7%
0.16%
-11.2%
Q4 2019$449,000
+14.0%
2,0820.0%0.18%
+9.2%
Q3 2019$394,000
-3.2%
2,0820.0%0.16%
-7.9%
Q2 2019$407,000
+1.0%
2,0820.0%0.18%
-1.7%
Q1 2019$403,000
-3.1%
2,082
-9.4%
0.18%
-17.8%
Q4 2018$416,000
-14.6%
2,299
-4.2%
0.22%
-2.2%
Q3 2018$487,000
+14.1%
2,3990.0%0.22%
+10.3%
Q2 2018$427,000
+3.9%
2,3990.0%0.20%
-3.8%
Q1 2018$411,000
-7.8%
2,399
-6.3%
0.21%
-7.9%
Q4 2017$446,000
+1.4%
2,5590.0%0.23%
-1.7%
Q3 2017$440,000
+3.5%
2,5590.0%0.23%
-0.9%
Q2 2017$425,000
+6.8%
2,5590.0%0.24%
-6.7%
Q1 2017$398,000
+23.6%
2,559
+14.5%
0.25%
+15.1%
Q4 2016$322,000
-4.2%
2,2340.0%0.22%
-2.2%
Q3 2016$336,000
+1.5%
2,2340.0%0.22%
-3.0%
Q2 2016$331,000
+5.4%
2,2340.0%0.23%
+0.9%
Q1 2016$314,000
-6.3%
2,2340.0%0.23%
-16.7%
Q4 2015$335,0002,2340.28%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders