Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 and the average weighting 0.1%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,000
-87.1%
18
-84.9%
0.00%
-80.0%
Q1 2022$31,000
-99.7%
119
-99.7%
0.01%
-99.7%
Q4 2021$10,031,000
+20.4%
36,282
+5.9%
1.68%
+11.7%
Q3 2021$8,328,000
+0.3%
34,247
+7.3%
1.50%
-2.2%
Q2 2021$8,301,000
+100.0%
31,930
+99.6%
1.54%
+85.3%
Q1 2021$4,150,00016,0010.83%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders