Successful Portfolios LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 300 filers reported holding ISHARES TR in Q3 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 Q3 2021
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders