Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 177 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
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 Q3 2022
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 30,105$5,637,0003.45%
STRATEGIC WEALTH MANAGEMENT INC 18,277$3,418,0002.89%
TOTH FINANCIAL ADVISORY CORP 44,238$8,274,0002.01%
Clarus Wealth Advisors 6,888$1,288,0001.19%
Sage Capital Advisors,llc 6,009$1,124,0000.80%
FIRST UNITED BANK & TRUST 4,419$826,0000.54%
NVWM, LLC 3,935$721,0000.52%
BAROMETER CAPITAL MANAGEMENT INC. 32,700$6,116,0000.52%
CHARTIST INC /CA/ 5,553$1,038,627,0000.49%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 340,064$63,602,0000.48%
View complete list of ISHARES TR shareholders