Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IYLD and the CUSIP is 46432F875. A total of 48 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,814,795
+1.4%
51,636
-0.1%
0.27%
+0.7%
Q1 2023$3,760,619
+172.1%
51,699
+35.9%
0.27%
+187.2%
Q4 2020$1,382,000
+30.1%
38,055
+67.0%
0.09%
-6.9%
Q2 2020$1,062,00022,7840.10%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
JNBA Financial Advisors 103,104$2,478,0000.30%
MYCIO WEALTH PARTNERS, LLC 28,217$678,0000.22%
Global Retirement Partners, LLC 10,451$251,0000.19%
CX Institutional 90,814$2,182,0000.17%
Retirement Group, LLC 15,180$365,0000.16%
Trinity Wealth Management, LLC 8,369$201,0000.14%
Cedar Brook Financial Partners, LLC 21,724$522,0000.13%
RESTON WEALTH MANAGEMENT LLC 11,356$273,0000.13%
Collaborative Wealth Managment Inc. 9,037$217,0000.12%
Mayflower Financial Advisors, LLC 29,727$714,0000.10%
View complete list of ISHARES TR shareholders