GenTrust, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 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
GenTrust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$209,805
-3.2%
2,0000.0%0.02%0.0%
Q2 2023$216,660
+8.3%
2,0000.0%0.02%
+7.1%
Q1 2023$200,140
-54.4%
2,000
-60.0%
0.01%
-63.2%
Q3 2022$439,000
-5.0%
5,0000.0%0.04%0.0%
Q2 2022$462,000
-17.1%
5,0000.0%0.04%
-11.6%
Q1 2022$557,000
-0.4%
5,0000.0%0.04%
-2.3%
Q4 2021$559,000
+3.7%
5,0000.0%0.04%
-2.2%
Q3 2021$539,000
-0.2%
5,0000.0%0.04%
-2.2%
Q2 2021$540,000
+10.4%
5,0000.0%0.05%0.0%
Q1 2021$489,000
+3.6%
5,0000.0%0.05%
+12.2%
Q4 2020$472,000
+13.2%
5,000
+100.0%
0.04%
+7.9%
Q3 2020$417,000
+8.9%
2,5000.0%0.04%
-19.1%
Q2 2020$383,000
-99.9%
2,5000.0%0.05%
+4.4%
Q1 2020$315,400,000
+78947.6%
2,5000.0%0.04%
-22.4%
Q4 2019$399,000
+8.1%
2,5000.0%0.06%0.0%
Q3 2019$369,0002,5000.06%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders