TCTC Holdings, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 186 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
TCTC Holdings, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$128,574
-6.4%
5500.0%0.01%0.0%
Q2 2023$137,401
+9.6%
5500.0%0.01%0.0%
Q1 2023$125,312
+6.7%
5500.0%0.01%0.0%
Q4 2022$117,453
+8.8%
5500.0%0.01%0.0%
Q3 2022$108,000
-7.7%
5500.0%0.01%0.0%
Q2 2022$117,000
-20.9%
5500.0%0.01%
-16.7%
Q1 2022$148,000
-2.6%
5500.0%0.01%0.0%
Q4 2021$152,000
+13.4%
5500.0%0.01%0.0%
Q3 2021$134,000
-6.3%
5500.0%0.01%
-14.3%
Q2 2021$143,000
+0.7%
5500.0%0.01%0.0%
Q1 2021$142,000
+17.4%
5500.0%0.01%
+16.7%
Q4 2020$121,000
+11.0%
5500.0%0.01%
-14.3%
Q3 2020$109,000
+22.5%
5500.0%0.01%
+40.0%
Q2 2020$89,0005500.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders