Gemmer Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.

Quarter-by-quarter ownership
Gemmer Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$8,000
-11.1%
2730.0%0.00%0.0%
Q4 2021$9,0000.0%2730.0%0.00%0.0%
Q3 2021$9,0000.0%2730.0%0.00%0.0%
Q2 2021$9,0000.0%2730.0%0.00%0.0%
Q1 2021$9,000
+12.5%
2730.0%0.00%0.0%
Q4 2020$8,000
+14.3%
2730.0%0.00%0.0%
Q3 2020$7,000
-12.5%
2730.0%0.00%
-50.0%
Q2 2020$8,000
+14.3%
2730.0%0.00%0.0%
Q1 2020$7,000
-12.5%
2730.0%0.00%0.0%
Q4 2019$8,0000.0%2730.0%0.00%0.0%
Q3 2019$8,0000.0%2730.0%0.00%0.0%
Q2 2019$8,0000.0%2730.0%0.00%0.0%
Q1 2019$8,000
+14.3%
2730.0%0.00%0.0%
Q4 2018$7,000
-12.5%
2730.0%0.00%0.0%
Q3 2018$8,0000.0%2730.0%0.00%
-33.3%
Q2 2018$8,000
+14.3%
2730.0%0.00%
+50.0%
Q1 2018$7,000
-12.5%
2730.0%0.00%
-33.3%
Q4 2017$8,0000.0%2730.0%0.00%0.0%
Q3 2017$8,000
-11.1%
2730.0%0.00%
-25.0%
Q2 2017$9,0000.0%2730.0%0.00%0.0%
Q1 2017$9,0000.0%2730.0%0.00%
-20.0%
Q4 2016$9,0000.0%2730.0%0.01%0.0%
Q3 2016$9,0000.0%2730.0%0.01%0.0%
Q2 2016$9,000
+12.5%
2730.0%0.01%0.0%
Q1 2016$8,0000.0%2730.0%0.01%0.0%
Q4 2015$8,000
+14.3%
2730.0%0.01%
+25.0%
Q3 2015$7,000
-12.5%
2730.0%0.00%
-20.0%
Q2 2015$8,0000.0%2730.0%0.01%0.0%
Q1 2015$8,0000.0%2730.0%0.01%0.0%
Q4 2014$8,0000.0%2730.0%0.01%
-16.7%
Q3 2014$8,0000.0%2730.0%0.01%
+20.0%
Q2 2014$8,0002730.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders