MARK SHEPTOFF FINANCIAL PLANNING, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
MARK SHEPTOFF FINANCIAL PLANNING, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$74,000
-42.6%
285
-43.0%
0.04%
-45.9%
Q1 2021$129,0005000.07%
Other shareholders
ISHARES TR shareholders Q3 2023
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