Merit Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
Merit Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$739,628
-27.2%
15,909
-38.5%
0.03%
-38.6%
Q3 2022$1,016,000
-83.0%
25,857
-83.5%
0.04%
-76.2%
Q2 2022$5,980,000
+51.0%
156,876
+62.1%
0.18%
-22.6%
Q1 2022$3,960,00096,7820.24%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 155,062$6,345,0005.20%
EQ LLC 122,528$5,014,0003.64%
Outlook Wealth Advisors, LLC 258,549$10,580,0003.54%
Buttonwood Financial Group, LLC 100,879$4,121,0003.06%
Dentgroup LLC 75,922$3,107,0002.99%
Bernardo Wealth Planning LLC 146,189$5,982,0002.97%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$12,276,0002.90%
Keystone Financial Services 115,221$4,625,0002.66%
AVAII WEALTH MANAGEMENT, LLC 70,249$2,875,0002.66%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 179,590$7,349,0002.60%
View complete list of ISHARES TR shareholders