ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 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 Q4 2021
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders