PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is IYM and the CUSIP is 464287838. A total of 206 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.04 and the average weighting 0.1%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$12,632
-75.8%
100
-74.6%
0.00%
-71.4%
Q2 2023$52,289
-48.2%
393
-48.4%
0.01%
-50.0%
Q1 2023$100,988
+106203.2%
7620.0%0.01%0.0%
Q4 2022$95
-99.9%
762
+4.1%
0.01%
+7.7%
Q3 2022$79,000
-8.1%
7320.0%0.01%0.0%
Q2 2022$86,0007320.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Kalos Management, Inc. 6,604$823,9811.86%
PGIM Custom Harvest LLC 276,580$34,508,8891.56%
First Citizens Financial Corp 13,463$1,6801.45%
SPC Financial, Inc. 98,060$12,235,0051.45%
Navis Wealth Advisors, LLC 7,701$960,7921.36%
Pinnacle Family Advisors, LLC 14,026$1,750,0241.25%
Vahanian & Associates Financial Planning Inc. 2,736$341,3711.12%
Stonebridge Financial Planning Group, LLC 7,722$963,4740.64%
Royal Fund Management, LLC 31,288$3,903,7670.62%
UNIONVIEW, LLC 4,083$509,4410.51%
View complete list of ISHARES TR shareholders