ACG Wealth - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 225 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
ACG Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$140,000
-31.0%
719
-57.9%
0.03%
-6.5%
Q1 2018$203,000
-37.7%
1,708
-33.6%
0.03%
-35.4%
Q4 2017$326,000
+5.5%
2,574
+0.6%
0.05%
-11.1%
Q3 2017$309,000
+0.7%
2,558
+1.5%
0.05%
+8.0%
Q2 2017$307,000
-13.5%
2,521
-15.7%
0.05%
-23.1%
Q1 2017$355,000
+2.6%
2,990
-4.3%
0.06%
-11.0%
Q4 2016$346,000
-3.9%
3,125
-1.0%
0.07%
-5.2%
Q3 2016$360,000
+50.6%
3,158
+52.2%
0.08%
+45.3%
Q2 2016$239,000
+2.6%
2,075
+0.0%
0.05%0.0%
Q1 2016$233,000
-6.4%
2,074
-9.8%
0.05%
-5.4%
Q4 2015$249,000
-1.2%
2,299
-6.5%
0.06%
-17.6%
Q3 2015$252,000
-4.5%
2,458
-2.3%
0.07%
+3.0%
Q2 2015$264,000
-9.0%
2,517
-8.5%
0.07%
-14.3%
Q1 2015$290,000
-5.5%
2,752
-6.1%
0.08%
-7.2%
Q4 2014$307,000
+6.2%
2,930
+0.0%
0.08%
+1.2%
Q3 2014$289,000
-24.5%
2,929
-24.1%
0.08%
+13.9%
Q2 2014$383,000
+4.4%
3,8570.0%0.07%
-33.9%
Q1 2014$367,000
-11.4%
3,857
-10.9%
0.11%
+2.8%
Q4 2013$414,0004,3270.11%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders