FDx Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
FDx Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$306,000
+8.9%
1,135
+11.8%
0.01%
+25.0%
Q4 2021$281,000
+6.8%
1,015
-6.0%
0.01%0.0%
Q3 2021$263,000
-15.7%
1,080
-10.1%
0.01%
-20.0%
Q2 2021$312,000
+11.4%
1,201
+10.4%
0.01%
-9.1%
Q1 2021$280,000
-47.8%
1,088
-55.2%
0.01%
-50.0%
Q4 2020$536,000
+144.7%
2,429
+126.4%
0.02%
+175.0%
Q3 2018$219,000
-27.7%
1,073
-42.4%
0.01%
-11.1%
Q4 2016$303,0001,8620.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders