Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is HYDB and the CUSIP is 46435G250. A total of 47 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13,444
-1.7%
3060.0%0.00%0.0%
Q2 2023$13,679
+0.1%
3060.0%0.00%0.0%
Q1 2023$13,670
+2.5%
3060.0%0.00%0.0%
Q4 2022$13,331
+2.5%
3060.0%0.00%
-25.0%
Q3 2022$13,0000.0%3060.0%0.00%
+33.3%
Q2 2022$13,000
-18.8%
3060.0%0.00%
-40.0%
Q4 2021$16,0000.0%3060.0%0.01%0.0%
Q3 2021$16,0000.0%3060.0%0.01%
-16.7%
Q2 2021$16,0000.0%3060.0%0.01%
-14.3%
Q1 2021$16,0000.0%3060.0%0.01%0.0%
Q4 2020$16,000
+6.7%
3060.0%0.01%
-12.5%
Q3 2020$15,0003060.01%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 219,783$11,297,0003.32%
Fermata Advisors, LLC 52,528$2,700,0000.99%
Hennion & Walsh Asset Management, Inc. 184,329$9,475,0000.46%
ROVIN CAPITAL /UT/ /ADV 18,634$958,0000.46%
CREATIVE FINANCIAL DESIGNS INC /ADV 42,919$2,206,0000.33%
Lee Financial Group Hawaii, Inc. 8,195$421,0000.31%
Matthew Goff Investment Advisor, LLC 11,235$577,0000.13%
Madrona Financial Services, LLC 5,580$287,0000.12%
COLONY GROUP LLC 69,295$3,562,0000.06%
Regal Investment Advisors LLC 12,088$621,0000.06%
View complete list of ISHARES TR shareholders