Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 175 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 4.68 and the average weighting 0.1%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$84,896
-6.4%
3630.0%0.00%0.0%
Q2 2023$90,725
+9.9%
363
+0.3%
0.00%0.0%
Q1 2023$82,533
+7.0%
362
+0.3%
0.00%0.0%
Q4 2022$77,113
+8.6%
361
+0.3%
0.00%0.0%
Q3 2022$71,000
-6.6%
360
+0.3%
0.00%0.0%
Q2 2022$76,000
-21.6%
359
+0.3%
0.00%0.0%
Q1 2022$97,000
-2.0%
358
+0.3%
0.00%0.0%
Q4 2021$99,000
+13.8%
357
+0.3%
0.00%0.0%
Q3 2021$87,000
-5.4%
3560.0%0.00%
-50.0%
Q2 2021$92,0000.0%356
+0.3%
0.00%0.0%
Q1 2021$92,000
+53.3%
355
+30.0%
0.00%0.0%
Q4 2020$60,000
+566.7%
273
+480.9%
0.00%
Q3 2020$9,000
+12.5%
470.0%0.00%
Q2 2020$8,000
-93.9%
47
-95.0%
0.00%
-100.0%
Q1 2020$131,000
+1355.6%
947
+1914.9%
0.00%
Q4 2019$9,0000.0%470.0%0.00%
Q3 2019$9,0000.0%470.0%0.00%
Q2 2019$9,0000.0%470.0%0.00%
Q1 2019$9,000
+12.5%
470.0%0.00%
Q4 2018$8,000
-20.0%
470.0%0.00%
Q3 2018$10,000
+11.1%
470.0%0.00%
Q2 2018$9,0000.0%470.0%0.00%
-100.0%
Q1 2018$9,0000.0%470.0%0.00%0.0%
Q4 2017$9,000
+12.5%
470.0%0.00%0.0%
Q3 2017$8,0000.0%470.0%0.00%0.0%
Q2 2017$8,0000.0%470.0%0.00%0.0%
Q1 2017$8,0000.0%470.0%0.00%0.0%
Q4 2016$8,000470.00%
Other shareholders
ISHARES TR shareholders Q3 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