Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 315 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Successful Portfolios LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$347,000
+27.6%
8,476
-6.4%
0.20%
+33.8%
Q4 2021$272,000
-0.7%
9,052
-6.7%
0.15%
-9.8%
Q3 2021$274,000
+3.0%
9,701
+5.9%
0.16%
+1.9%
Q2 2021$266,0009,1590.16%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
HT Partners LLC 197,114$11,180,306,0005.84%
Shamrock Asset Management LLC 285,122$16,195,0005.02%
Transamerica Financial Advisors, Inc. 872,920$49,582,0004.32%
Prospera Financial Services Inc 260,020$14,769,0004.00%
AMG National Trust Bank 537,008$30,502,0003.10%
Quantitative Advantage, LLC 231,322$13,139,0003.06%
Madden Advisory Services, Inc. 101,255$5,751,0002.93%
F-Squared Investment Management, LLC 1,214,241$68,969,0001.74%
ASSETMARK, INC 1,345,738$76,438,0001.63%
Atria Investments, Inc 227,867$12,943,0001.29%
View complete list of ISHARES TR shareholders