INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$5,000
-16.7%
200.0%0.00%0.0%
Q4 2021$6,000
+20.0%
200.0%0.00%0.0%
Q3 2021$5,0000.0%200.0%0.00%0.0%
Q2 2021$5,0000.0%200.0%0.00%0.0%
Q1 2021$5,000
+25.0%
200.0%0.00%0.0%
Q4 2020$4,0000.0%200.0%0.00%0.0%
Q3 2020$4,000
+33.3%
200.0%0.00%0.0%
Q2 2020$3,000200.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 20,053$4,687,7771.95%
Thrive Capital Management, LLC 9,453$2,209,7681.22%
WASHBURN CAPITAL MANAGEMENT, INC. 5,100$1,192,2271.01%
Indie Asset Partners, LLC 3,883$907,7290.92%
626 Financial, LLC 4,358$1,018,7700.69%
JMAC ENTERPRISES LLC 11,150$2,606,5350.64%
Nemes Rush Group LLC 13,791$3,223,9230.58%
MENORA MIVTACHIM HOLDINGS LTD. 253,000$59,143,8100.54%
McGuire Investment Group, LLC 11,734$2,743,0570.53%
Massachusetts Wealth Management 2,347$548,6580.50%
View complete list of ISHARES TR shareholders