Asset Dedication, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.81 and the average weighting 0.1%.

Quarter-by-quarter ownership
Asset Dedication, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$39,258
+93371.4%
6000.0%0.00%0.0%
Q1 2024$42
+7.7%
600
+300.0%
0.00%0.0%
Q4 2023$39
+11.4%
1500.0%0.00%0.0%
Q3 2023$35
-5.4%
1500.0%0.00%0.0%
Q2 2023$37
+8.8%
1500.0%0.00%0.0%
Q1 2023$34
+6.2%
1500.0%0.00%0.0%
Q4 2022$32
-99.9%
1500.0%0.00%0.0%
Q3 2022$29,000
-27.5%
1500.0%0.00%
-25.0%
Q1 2022$40,000
-2.4%
1500.0%0.00%
-20.0%
Q4 2021$41,000
+13.9%
1500.0%0.01%0.0%
Q3 2021$36,000
-7.7%
1500.0%0.01%
-16.7%
Q2 2021$39,0001500.01%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
KKM Financial LLC 47,256$4,228,4142.00%
Florin Court Capital LLP 15,400$1,007,6221.39%
PREVAIL INNOVATIVE WEALTH ADVISORS, LLC 43,084$2,818,9861.00%
Migdal Insurance & Financial Holdings Ltd. 860,000$56,2700.94%
Indie Asset Partners, LLC 15,032$983,5440.78%
Clarus Wealth Advisors 22,763$1,455,2390.77%
JMAC ENTERPRISES LLC 61,278$4,009,4200.70%
Massachusetts Wealth Management 14,888$974,1220.65%
McGuire Investment Group, LLC 48,857$3,196,7140.46%
Retirement Planning Co of New England, Inc. 12,825$839,1390.46%
View complete list of ISHARES TR shareholders