Samalin Investment Counsel, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Samalin Investment Counsel, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$328,181
-0.8%
4,037
+0.0%
0.15%
-3.2%
Q1 2024$330,747
+3.1%
4,035
-4.7%
0.16%
-2.5%
Q4 2023$320,886
+13.2%
4,2350.0%0.16%
-0.6%
Q3 2023$283,533
-10.6%
4,235
-5.0%
0.16%
-4.7%
Q2 2023$317,122
+10.0%
4,4560.0%0.17%
-1.7%
Q1 2023$288,259
+19.7%
4,456
+5.4%
0.17%
+14.5%
Q4 2022$240,770
-13.1%
4,227
-11.0%
0.15%
-25.1%
Q3 2022$277,000
+8.6%
4,752
+5.6%
0.20%
+12.8%
Q2 2022$255,000
-24.1%
4,502
+0.6%
0.18%
-11.8%
Q1 2022$336,000
-14.1%
4,477
-3.8%
0.20%
-13.2%
Q4 2021$391,000
+8.0%
4,654
-0.7%
0.24%0.0%
Q3 2021$362,000
-3.5%
4,687
-3.1%
0.24%
-3.3%
Q2 2021$375,000
+3.9%
4,8360.0%0.24%
+0.4%
Q1 2021$361,000
+5.9%
4,8360.0%0.24%
-5.5%
Q4 2020$341,000
+12.9%
4,836
+300.0%
0.26%
-4.8%
Q3 2020$302,000
+22.3%
1,209
+7.2%
0.27%
+3.9%
Q2 2020$247,000
-13.3%
1,128
-10.0%
0.26%
+8.4%
Q4 2019$285,0001,2530.24%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders