Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 182 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$352,991
-6.0%
1,8750.0%0.07%
-4.1%
Q2 2023$375,494
+3.1%
1,875
+2.6%
0.07%
-3.9%
Q1 2023$364,235
-3.0%
1,828
-1.2%
0.08%
-11.6%
Q4 2022$375,387
+15.1%
1,851
+2.0%
0.09%
+11.7%
Q3 2022$326,000
-5.5%
1,815
+5.8%
0.08%
+6.9%
Q2 2022$345,000
+5.8%
1,715
+5.4%
0.07%
+5.9%
Q1 2022$326,000
+1.9%
1,627
+1.9%
0.07%
+1.5%
Q4 2021$320,000
+24.0%
1,597
+11.1%
0.07%
+15.5%
Q3 2021$258,000
-1.5%
1,438
+1.0%
0.06%
-3.3%
Q2 2021$262,000
+10.1%
1,424
+5.6%
0.06%
+5.3%
Q1 2021$238,0001,3480.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders