Venturi Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
Venturi Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,637
-40.5%
7
-36.4%
0.00%
Q2 2023$2,749
+9.7%
110.0%0.00%
Q1 2023$2,507
-99.4%
11
-99.3%
0.00%
-100.0%
Q1 2022$406,000
-1.9%
1,503
+0.3%
0.03%0.0%
Q4 2021$414,000
-13.6%
1,498
-18.6%
0.03%
-27.9%
Q2 2021$479,000
+0.8%
1,841
-0.2%
0.04%
-4.4%
Q1 2021$475,000
+7.2%
1,845
-8.1%
0.04%
-2.2%
Q4 2020$443,000
+8.0%
2,007
-2.8%
0.05%
-2.1%
Q3 2020$410,000
+186.7%
2,065
-2.1%
0.05%
+147.4%
Q2 2020$143,0002,1090.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders