OPTIMUM INVESTMENT ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
OPTIMUM INVESTMENT ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$88,833
-6.4%
3800.0%0.04%
-2.2%
Q2 2023$94,932
+9.6%
3800.0%0.05%
+2.2%
Q1 2023$86,579
+6.7%
3800.0%0.04%
+2.3%
Q4 2022$81,149
+8.2%
3800.0%0.04%
+10.0%
Q3 2022$75,000
-7.4%
3800.0%0.04%
-2.4%
Q2 2022$81,000
-21.4%
3800.0%0.04%
-4.7%
Q1 2022$103,000
-1.9%
3800.0%0.04%
+4.9%
Q4 2021$105,000
+14.1%
3800.0%0.04%
+5.1%
Q3 2021$92,000
-7.1%
3800.0%0.04%
+25.8%
Q2 2021$99,000
+1.0%
3800.0%0.03%
+6.9%
Q1 2021$98,000
+16.7%
3800.0%0.03%
+16.0%
Q4 2020$84,000
+10.5%
3800.0%0.02%
-3.8%
Q3 2020$76,000
+22.6%
3800.0%0.03%
+18.2%
Q2 2020$62,000
+17.0%
3800.0%0.02%0.0%
Q1 2020$53,000
-28.4%
3800.0%0.02%0.0%
Q4 2019$74,000
-49.3%
380
-51.5%
0.02%
-52.2%
Q3 2019$146,000
-1.4%
7840.0%0.05%
-4.2%
Q2 2019$148,000
-9.8%
784
-10.3%
0.05%
-11.1%
Q1 2019$164,000
+13.9%
8740.0%0.05%
+8.0%
Q4 2018$144,000
-22.6%
874
-3.6%
0.05%
-2.0%
Q3 2018$186,000
+10.1%
9070.0%0.05%
+4.1%
Q2 2018$169,000
-0.6%
9070.0%0.05%
-2.0%
Q1 2018$170,000
+104.8%
907
+71.1%
0.05%
+92.3%
Q1 2015$83,000
-4.6%
5300.0%0.03%
-7.1%
Q4 2014$87,000
+40.3%
530
+39.5%
0.03%
+33.3%
Q3 2014$62,000
+10.7%
3800.0%0.02%
+16.7%
Q2 2014$56,0003800.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 20,053$4,687,7771.95%
Thrive Capital Management, LLC 9,453$2,209,7681.22%
WASHBURN CAPITAL MANAGEMENT, INC. 5,100$1,192,2271.01%
Indie Asset Partners, LLC 3,883$907,7290.92%
626 Financial, LLC 4,358$1,018,7700.69%
JMAC ENTERPRISES LLC 11,150$2,606,5350.64%
Nemes Rush Group LLC 13,791$3,223,9230.58%
MENORA MIVTACHIM HOLDINGS LTD. 253,000$59,143,8100.54%
McGuire Investment Group, LLC 11,734$2,743,0570.53%
Massachusetts Wealth Management 2,347$548,6580.50%
View complete list of ISHARES TR shareholders