Chesapeake Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 172 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Chesapeake Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$339,912
-16.6%
4,182
-15.9%
0.12%
-17.4%
Q1 2024$407,390
+6.2%
4,970
-1.8%
0.15%
+0.7%
Q4 2023$383,547
+13.2%
5,0620.0%0.15%
+5.0%
Q3 2023$338,900
-7.3%
5,062
-1.5%
0.14%
-2.1%
Q2 2023$365,587
+9.4%
5,137
-0.6%
0.14%
+3.6%
Q1 2023$334,252
+13.7%
5,167
+0.1%
0.14%
+7.8%
Q4 2022$294,027
-3.6%
5,162
-1.5%
0.13%
-7.2%
Q3 2022$305,000
+2.7%
5,2420.0%0.14%
+9.4%
Q2 2022$297,000
-25.0%
5,242
-0.7%
0.13%
-11.8%
Q1 2022$396,000
-13.2%
5,281
-2.7%
0.14%
-5.9%
Q4 2021$456,000
+8.6%
5,4270.0%0.15%
+2.0%
Q3 2021$420,000
-13.6%
5,427
-13.3%
0.15%
-5.1%
Q2 2021$486,000
+1.9%
6,262
-1.6%
0.16%
-1.2%
Q1 2021$477,000
+5.8%
6,364
-0.4%
0.16%
+3.9%
Q4 2020$451,000
+12.8%
6,392
+299.5%
0.15%
+3.4%
Q3 2020$400,000
+14.0%
1,6000.0%0.15%
+6.4%
Q2 2020$351,000
+19.0%
1,600
-3.6%
0.14%
+2.9%
Q1 2020$295,000
-23.0%
1,660
-1.0%
0.14%
-8.1%
Q4 2019$383,000
+4.4%
1,677
-0.6%
0.15%
-1.3%
Q3 2019$367,000
-2.9%
1,687
-2.9%
0.15%
-5.1%
Q2 2019$378,000
+0.3%
1,737
-5.9%
0.16%
-4.8%
Q1 2019$377,000
+12.9%
1,845
-0.3%
0.17%
+0.6%
Q4 2018$334,000
-22.1%
1,851
-8.7%
0.16%
-13.6%
Q3 2018$429,000
+8.1%
2,028
-0.9%
0.19%
+4.4%
Q2 2018$397,000
+8.5%
2,047
+1.9%
0.18%
+8.3%
Q1 2018$366,0002,0090.17%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders