Janney Montgomery Scott LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
Janney Montgomery Scott LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,076
-9.0%
4,603
-2.8%
0.00%0.0%
Q2 2023$1,183
+0.5%
4,734
-8.4%
0.00%
-20.0%
Q1 2023$1,177
-1.8%
5,166
-8.0%
0.01%0.0%
Q4 2022$1,199
-99.9%
5,615
+21.0%
0.01%
+25.0%
Q3 2022$912,000
-8.9%
4,640
-0.4%
0.00%
-20.0%
Q2 2022$1,001,000
-36.7%
4,659
-20.5%
0.01%
-28.6%
Q1 2022$1,581,000
-5.2%
5,857
-2.8%
0.01%
+16.7%
Q4 2021$1,667,000
+10.1%
6,028
-3.2%
0.01%0.0%
Q3 2021$1,514,000
-9.3%
6,227
-3.0%
0.01%
-14.3%
Q2 2021$1,669,000
+73.7%
6,421
+72.2%
0.01%
+40.0%
Q1 2021$961,000
+15.8%
3,729
-0.9%
0.01%
+25.0%
Q4 2020$830,000
-14.0%
3,764
-22.4%
0.00%
-33.3%
Q3 2020$965,000
+133.1%
4,852
+90.5%
0.01%
+100.0%
Q2 2020$414,000
+12.5%
2,547
-4.3%
0.00%0.0%
Q1 2020$368,000
-34.4%
2,662
-7.2%
0.00%
-25.0%
Q4 2019$561,000
-1.4%
2,868
-6.2%
0.00%0.0%
Q3 2019$569,000
-1.2%
3,057
-0.1%
0.00%0.0%
Q2 2019$576,000
-9.6%
3,059
-10.1%
0.00%
-20.0%
Q1 2019$637,000
+13.3%
3,403
-0.1%
0.01%0.0%
Q4 2018$562,000
-14.2%
3,407
+6.4%
0.01%
-16.7%
Q3 2018$655,000
+9.5%
3,203
-0.2%
0.01%0.0%
Q2 2018$598,000
-0.7%
3,209
-0.3%
0.01%0.0%
Q1 2018$602,000
-12.4%
3,220
-10.1%
0.01%
-14.3%
Q4 2017$687,000
+22.0%
3,582
+13.5%
0.01%
+16.7%
Q3 2017$563,000
-6.0%
3,156
-9.3%
0.01%
-14.3%
Q2 2017$599,000
-56.8%
3,479
-58.8%
0.01%
-61.1%
Q1 2017$1,385,000
+6.9%
8,448
+6.3%
0.02%
-10.0%
Q4 2016$1,295,000
+22.7%
7,950
+9.4%
0.02%
+5.3%
Q3 2016$1,055,000
+34.6%
7,266
+24.3%
0.02%
+18.8%
Q2 2016$784,000
+46.0%
5,844
+54.9%
0.02%
+14.3%
Q1 2016$537,000
+53.0%
3,772
+45.0%
0.01%
+55.6%
Q4 2015$351,000
-3.6%
2,6020.0%0.01%
-10.0%
Q3 2015$364,000
-99.9%
2,602
+4.9%
0.01%
+25.0%
Q2 2015$359,606,000
+65761.9%
2,480
-28.9%
0.01%
-20.0%
Q1 2015$546,000
-100.0%
3,486
-51.1%
0.01%
-56.5%
Q4 2014$1,170,652,000
+180.7%
7,135
+158.1%
0.02%
+155.6%
Q3 2014$417,088,000
-5.7%
2,764
-8.1%
0.01%
-10.0%
Q2 2014$442,353,0003,0090.01%
Other shareholders
ISHARES TR shareholders Q3 2023
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