PRINCETON CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
PRINCETON CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$240,000
-3.2%
890
-0.9%
0.08%
+5.6%
Q4 2021$248,000
+13.8%
8980.0%0.07%
+1.4%
Q3 2021$218,000
-15.5%
898
-9.6%
0.07%
-12.5%
Q2 2021$258,0009930.08%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders