Jackson, Grant Investment Advisers, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 117 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.10 and the average weighting 0.0%.

Quarter-by-quarter ownership
Jackson, Grant Investment Advisers, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$3,0000.0%1070.0%0.00%0.0%
Q2 2018$3,0000.0%1070.0%0.00%0.0%
Q1 2018$3,0000.0%107
+0.9%
0.00%0.0%
Q4 2017$3,0000.0%106
+1.9%
0.00%0.0%
Q3 2017$3,0000.0%104
+1.0%
0.00%0.0%
Q2 2017$3,000
-95.5%
103
-95.0%
0.00%
-96.3%
Q1 2017$67,000
-13.0%
2,062
-7.3%
0.05%
-16.9%
Q4 2016$77,000
+8.5%
2,225
+1.3%
0.06%
+10.2%
Q3 2016$71,000
-2.7%
2,1960.0%0.06%
-7.8%
Q2 2016$73,000
+19.7%
2,196
+11.4%
0.06%
+14.3%
Q1 2016$61,000
+281.2%
1,972
+261.8%
0.06%
+273.3%
Q4 2015$16,0005450.02%
Other shareholders
ISHARES TR shareholders Q3 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