Private Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 119 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.04 and the average weighting 0.0%.

Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$353,468
-6.6%
15,262
-9.5%
0.08%
-9.6%
Q4 2022$378,304
-68.1%
16,866
-70.3%
0.08%
-69.4%
Q3 2022$1,187,00056,8460.27%
Other shareholders
ISHARES TR shareholders Q2 2023
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