LFA - Lugano Financial Advisors SA - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 225 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
LFA - Lugano Financial Advisors SA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$112,466
-92.5%
603
-92.0%
0.10%
-90.4%
Q2 2023$1,502,175
+2.5%
7,500
+2.0%
1.00%
-9.8%
Q1 2023$1,465,536
-4.5%
7,356
-2.8%
1.11%
-2.5%
Q4 2022$1,534,639
-8.5%
7,568
-18.8%
1.14%
-13.6%
Q3 2022$1,677,000
+7.6%
9,325
+16.6%
1.32%
+20.8%
Q2 2022$1,559,0008,0001.09%
Other shareholders
ISHARES TR shareholders Q3 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