ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 379 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.25 and the average weighting 0.2%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$162,365
+82.4%
3,492
+54.4%
0.00%
Q3 2022$89,000
+229.6%
2,262
+223.1%
0.00%
Q2 2022$27,000
+1250.0%
700
+993.8%
0.00%
Q1 2017$2,000
-94.6%
64
-92.9%
0.00%
-100.0%
Q4 2016$37,000
+5.7%
9000.0%0.00%0.0%
Q3 2016$35,0000.0%9000.0%0.00%0.0%
Q2 2016$35,000
+12.9%
9000.0%0.00%0.0%
Q1 2016$31,000
+210.0%
900
+294.7%
0.00%
Q1 2015$10,000
-47.4%
228
-45.7%
0.00%
Q4 2014$19,000
-89.2%
420
-87.7%
0.00%
-100.0%
Q3 2014$176,000
-99.8%
3,419
-99.7%
0.00%
-99.8%
Q2 2014$76,438,000
-34.3%
1,345,738
-41.0%
1.63%
-42.6%
Q1 2014$116,290,000
+95.2%
2,281,094
+93.3%
2.84%
+101.0%
Q4 2013$59,588,000
+43.1%
1,180,200
+33.5%
1.41%
+34.3%
Q3 2013$41,636,000883,9961.05%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 169,197$7,402,3953.29%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$13,125,0003.28%
Dentgroup LLC 78,669$3,441,7772.76%
PGIM Custom Harvest LLC 1,463,918$64,046,4112.66%
Townsend & Associates, Inc 131,567$5,863,9212.35%
SPC Financial, Inc. 408,413$17,868,0692.04%
FORTE ASSET MANAGEMENT LLC 58,207$2,546,5591.68%
COTTONWOOD CAPITAL ADVISORS, LLC 34,594$1,513,5081.39%
Foundation Wealth Management, LLC 26,229$1,147,4901.18%
Ironwood Financial, llc 74,663$3,266,4890.91%
View complete list of ISHARES TR shareholders