ProVise Management Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 175 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 4.68 and the average weighting 0.1%.

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 2022
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders