ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 190 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,98556
+600.0%
0.00%
Q2 2022$0
-100.0%
80.0%0.00%
Q1 2022$1,0000.0%80.0%0.00%
Q4 2021$1,0000.0%80.0%0.00%
Q3 2021$1,0000.0%80.0%0.00%
Q2 2021$1,0000.0%80.0%0.00%
Q1 2021$1,0000.0%80.0%0.00%
Q4 2020$1,0000.0%8
+300.0%
0.00%
Q3 2020$1,00020.0%0.00%
Q2 2020$020.0%0.00%
Q1 2020$020.0%0.00%
Q4 2019$020.0%0.00%
Q3 2019$020.0%0.00%
Q2 2019$020.0%0.00%
Q1 2019$020.0%0.00%
Q4 2018$020.0%0.00%
Q3 2018$020.0%0.00%
Q2 2018$020.0%0.00%
Q1 2018$0
-100.0%
2
-96.2%
0.00%
Q4 2017$10,000
-16.7%
53
-27.4%
0.00%
Q3 2017$12,000
-100.0%
73
-100.0%
0.00%
-100.0%
Q2 2017$95,088,000
+1.9%
579,415
-0.0%
1.20%
-2.4%
Q1 2017$93,283,000
+4.2%
579,652
-2.2%
1.22%
-6.8%
Q4 2016$89,491,000
-8.5%
592,538
-10.8%
1.32%
-11.6%
Q3 2016$97,764,000
-4.4%
664,566
-6.8%
1.49%
-13.5%
Q2 2016$102,235,000
-12.3%
712,790
-10.8%
1.72%
-15.5%
Q1 2016$116,551,000
-3.3%
799,334
-4.1%
2.04%
-8.9%
Q4 2015$120,549,000
-45.1%
833,384
-47.8%
2.23%
-2.4%
Q3 2015$219,578,000
+124.6%
1,595,882
+133.6%
2.29%
+12.5%
Q2 2015$97,764,000
+82.4%
683,094
+83.8%
2.04%
+78.2%
Q1 2015$53,591,000
+31.1%
371,644
+25.2%
1.14%
+28.6%
Q4 2014$40,886,000
+123.2%
296,791
+101.7%
0.89%
+109.9%
Q3 2014$18,317,000
+163.9%
147,180
+161.8%
0.42%
+185.8%
Q2 2014$6,942,00056,2260.15%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders