Pettinga Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
Pettinga Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$255,000
+22.6%
1,050
+31.2%
0.06%
+16.1%
Q2 2021$208,000
-8.8%
800
-31.3%
0.06%
-54.1%
Q4 2019$228,000
-52.4%
1,165
-54.8%
0.12%
-52.7%
Q3 2019$479,000
-13.1%
2,575
-12.1%
0.26%
-10.1%
Q2 2019$551,000
-63.7%
2,930
-63.8%
0.29%
-64.6%
Q1 2019$1,516,000
-13.1%
8,095
-23.5%
0.81%
-29.3%
Q4 2018$1,745,00010,5751.15%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders