ProVise Management Group, LLC - 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
ProVise Management Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$259,000
-33.1%
1,319
-27.4%
0.03%
-29.3%
Q2 2022$387,000
-48.7%
1,816
-35.0%
0.04%
-42.3%
Q1 2022$754,000
-27.4%
2,792
-25.7%
0.07%
-24.5%
Q4 2021$1,039,000
+130.9%
3,759
+103.3%
0.09%
+108.9%
Q3 2021$450,000
-61.2%
1,849
-58.6%
0.04%
-61.9%
Q2 2021$1,160,000
+65.7%
4,463
+64.2%
0.12%
+57.3%
Q1 2021$700,000
+19.0%
2,718
+2.0%
0.08%
+10.3%
Q4 2020$588,000
+9.1%
2,665
-1.7%
0.07%
-5.6%
Q3 2020$539,0002,7120.07%
Other shareholders
ISHARES TR shareholders Q3 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