Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$579,154
-6.8%
2,477
-0.4%
0.10%
-1.0%
Q2 2023$621,415
+11.9%
2,487
+2.1%
0.10%
-0.9%
Q1 2023$555,121
+5.2%
2,436
-1.4%
0.11%
-4.5%
Q4 2022$527,778
+8.6%
2,471
-0.1%
0.11%
+1.8%
Q3 2022$486,000
-6.0%
2,474
+1.9%
0.11%
+6.9%
Q2 2022$517,000
-16.5%
2,428
+5.8%
0.10%
+2.0%
Q1 2022$619,000
+2.5%
2,294
+5.0%
0.10%
+2.0%
Q4 2021$604,000
+18.9%
2,184
+4.5%
0.10%
+10.1%
Q3 2021$508,000
-5.0%
2,089
+1.6%
0.09%
-5.3%
Q2 2021$535,000
+12.9%
2,056
+11.7%
0.09%
+4.4%
Q1 2021$474,000
+22.2%
1,841
+4.6%
0.09%
+16.9%
Q4 2020$388,000
+51.0%
1,760
+36.1%
0.08%
+30.5%
Q3 2020$257,000
+18.4%
1,293
+16.6%
0.06%
+20.4%
Q4 2019$217,000
+5.3%
1,109
+0.5%
0.05%
-5.8%
Q3 2019$206,000
-7.2%
1,104
-6.6%
0.05%
+6.1%
Q2 2019$222,000
-9.8%
1,182
-9.8%
0.05%
-7.5%
Q1 2019$246,0001,3110.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 20,053$4,687,7771.95%
Thrive Capital Management, LLC 9,453$2,209,7681.22%
WASHBURN CAPITAL MANAGEMENT, INC. 5,100$1,192,2271.01%
Indie Asset Partners, LLC 3,883$907,7290.92%
626 Financial, LLC 4,358$1,018,7700.69%
JMAC ENTERPRISES LLC 11,150$2,606,5350.64%
Nemes Rush Group LLC 13,791$3,223,9230.58%
MENORA MIVTACHIM HOLDINGS LTD. 253,000$59,143,8100.54%
McGuire Investment Group, LLC 11,734$2,743,0570.53%
Massachusetts Wealth Management 2,347$548,6580.50%
View complete list of ISHARES TR shareholders