Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 214 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,578
-2.1%
490.0%0.00%0.0%
Q2 2023$7,742
+4.6%
490.0%0.00%0.0%
Q1 2023$7,398
-4.1%
490.0%0.00%0.0%
Q4 2022$7,718
+10.3%
490.0%0.00%0.0%
Q3 2022$7,0000.0%490.0%0.00%0.0%
Q2 2022$7,000
-22.2%
490.0%0.00%
-50.0%
Q1 2022$9,0000.0%490.0%0.00%
+33.3%
Q4 2021$9,0000.0%490.0%0.00%0.0%
Q3 2021$9,0000.0%490.0%0.00%0.0%
Q2 2021$9,000
+12.5%
490.0%0.00%0.0%
Q1 2021$8,000
+14.3%
490.0%0.00%0.0%
Q4 2020$7,000
+16.7%
490.0%0.00%0.0%
Q3 2020$6,0000.0%490.0%0.00%0.0%
Q2 2020$6,000
+20.0%
490.0%0.00%0.0%
Q1 2020$5,000
-28.6%
490.0%0.00%
-25.0%
Q4 2019$7,0000.0%490.0%0.00%0.0%
Q3 2019$7,0000.0%490.0%0.00%0.0%
Q2 2019$7,000
+16.7%
490.0%0.00%
+33.3%
Q1 2019$6,0000.0%490.0%0.00%
-25.0%
Q4 2018$6,000
-14.3%
490.0%0.00%0.0%
Q3 2018$7,000
+16.7%
490.0%0.00%
+33.3%
Q2 2018$6,0000.0%490.0%0.00%
-25.0%
Q1 2018$6,0000.0%490.0%0.00%
+33.3%
Q4 2017$6,0000.0%490.0%0.00%
-25.0%
Q3 2017$6,000
+100.0%
49
+32.4%
0.00%
+300.0%
Q1 2016$3,0000.0%370.0%0.00%
-66.7%
Q4 2015$3,000370.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,848,0108.85%
Kozak & Associates, Inc. 79,445$12,194,8074.46%
SAM Advisors, LLC 41,000$6,340,2402.75%
RiverFront Investment Group, LLC 453,505$70,1292.49%
ARKANSAS FINANCIAL GROUP, INC. 47,871$7,402,7901.51%
Baltimore-Washington Financial Advisors, Inc. 110,214$17,043,5661.38%
Financial Freedom, LLC 11,268$1,742,4161.24%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 39,526$6,112,3011.20%
COTTONWOOD CAPITAL ADVISORS, LLC 6,001$927,9550.87%
Snider Financial Group 11,249$1,739,6090.84%
View complete list of ISHARES TR shareholders