SIGNATUREFD, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 228 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.29 and the average weighting 0.2%.

Quarter-by-quarter ownership
SIGNATUREFD, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,754
-6.4%
2000.0%0.00%0.0%
Q2 2023$49,964
+9.6%
2000.0%0.00%0.0%
Q1 2023$45,568
+6.7%
2000.0%0.00%0.0%
Q4 2022$42,710
+9.5%
2000.0%0.00%0.0%
Q3 2022$39,000
-9.3%
2000.0%0.00%0.0%
Q2 2022$43,000
-24.6%
200
-5.7%
0.00%
-50.0%
Q1 2022$57,000
-8.1%
212
-5.4%
0.00%0.0%
Q4 2021$62,000
+14.8%
2240.0%0.00%0.0%
Q3 2021$54,000
-6.9%
2240.0%0.00%0.0%
Q2 2021$58,000
+1.8%
224
+1.8%
0.00%
-33.3%
Q1 2021$57,000
+16.3%
220
-1.3%
0.00%
+50.0%
Q4 2020$49,000
+8.9%
223
-0.4%
0.00%0.0%
Q3 2020$45,000
+25.0%
224
+0.4%
0.00%0.0%
Q2 2020$36,000
+28.6%
223
+11.5%
0.00%0.0%
Q1 2020$28,000
-28.2%
2000.0%0.00%
-33.3%
Q4 2019$39,000
+5.4%
2000.0%0.00%0.0%
Q3 2019$37,000
-41.3%
200
-48.2%
0.00%
-81.2%
Q4 2014$63,0003860.02%
Other shareholders
ISHARES TR shareholders Q1 2022
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