Blankinship & Foster, 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
Blankinship & Foster, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$391,636
-6.9%
2,1000.0%0.13%
-4.4%
Q2 2023$420,572
+1.0%
2,100
+0.4%
0.14%
-24.9%
Q1 2023$416,514
-1.4%
2,091
+0.4%
0.18%
-1.6%
Q4 2022$422,353
+14.1%
2,083
+1.3%
0.18%
+2.2%
Q3 2022$370,000
-7.7%
2,0570.0%0.18%
-2.7%
Q2 2022$401,000
-4.3%
2,057
-1.6%
0.18%
+8.8%
Q1 2022$419,000
+0.5%
2,090
+0.3%
0.17%
+7.6%
Q4 2021$417,000
+12.4%
2,084
+0.9%
0.16%
+4.6%
Q3 2021$371,000
-24.1%
2,065
-22.3%
0.15%
-22.2%
Q2 2021$489,000
+2.1%
2,659
-1.7%
0.19%
-2.5%
Q1 2021$479,000
+2.1%
2,7050.0%0.20%
+1.5%
Q4 2020$469,000
+16.4%
2,705
+0.3%
0.20%
+2.1%
Q3 2020$403,000
+17.8%
2,697
+0.4%
0.19%
+7.3%
Q2 2020$342,000
-35.8%
2,685
-32.9%
0.18%
-39.1%
Q4 2019$533,000
+2.5%
4,003
-2.6%
0.29%
-4.9%
Q3 2019$520,000
+4.2%
4,1110.0%0.31%
+2.7%
Q2 2019$499,000
+2.3%
4,111
+0.7%
0.30%
+0.3%
Q1 2019$488,000
+12.7%
4,083
+0.5%
0.30%
+3.1%
Q4 2018$433,0004,0640.29%
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