TRILLIUM ASSET MANAGEMENT, LLC - 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
TRILLIUM ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$216,000
-3.6%
7990.0%0.01%
+16.7%
Q2 2023$224,000
-0.4%
7990.0%0.01%
-14.3%
Q1 2023$225,000
-0.9%
7990.0%0.01%0.0%
Q4 2022$227,000
+12.4%
7990.0%0.01%0.0%
Q3 2022$202,000
-6.0%
7990.0%0.01%0.0%
Q2 2022$215,000
-10.8%
799
-4.1%
0.01%
+16.7%
Q1 2022$241,000
-3.6%
8330.0%0.01%0.0%
Q4 2021$250,000
+8.7%
8330.0%0.01%0.0%
Q3 2021$230,000
-3.4%
833
-4.6%
0.01%
-14.3%
Q2 2021$238,000
+8.2%
8730.0%0.01%0.0%
Q1 2021$220,000
+2.3%
8730.0%0.01%
-12.5%
Q4 2020$215,000
-16.0%
873
-26.3%
0.01%
-27.3%
Q2 2020$256,000
+10.8%
1,185
-3.7%
0.01%
-8.3%
Q1 2020$231,000
-12.8%
1,2300.0%0.01%0.0%
Q4 2019$265,000
+13.7%
1,2300.0%0.01%
+9.1%
Q3 2019$233,000
-2.9%
1,2300.0%0.01%
-8.3%
Q2 2019$240,000
+0.8%
1,2300.0%0.01%0.0%
Q1 2019$238,000
+7.2%
1,2300.0%0.01%
-7.7%
Q4 2018$222,000
-11.2%
1,2300.0%0.01%
+8.3%
Q3 2018$250,000
+14.2%
1,2300.0%0.01%0.0%
Q2 2018$219,000
+3.3%
1,2300.0%0.01%0.0%
Q1 2018$212,000
-0.9%
1,2300.0%0.01%0.0%
Q4 2017$214,000
+6.5%
1,230
-8.2%
0.01%
-14.3%
Q4 2015$201,000
-9.0%
1,340
-3.6%
0.01%0.0%
Q2 2015$221,000
-2.6%
1,390
-5.4%
0.01%
-6.7%
Q1 2015$227,000
+0.4%
1,470
-6.4%
0.02%0.0%
Q4 2014$226,000
+7.1%
1,5700.0%0.02%
-16.7%
Q3 2014$211,000
-2.8%
1,570
-7.1%
0.02%
-5.3%
Q2 2014$217,000
+1.9%
1,690
-2.3%
0.02%
-5.0%
Q1 2014$213,000
+4.4%
1,730
-1.4%
0.02%0.0%
Q4 2013$204,0001,7550.02%
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