Pflug Koory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 167 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
Pflug Koory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$9,105
-5.9%
1360.0%0.01%0.0%
Q2 2023$9,679
+10.0%
1360.0%0.01%0.0%
Q1 2023$8,798
+109875.0%
1360.0%0.01%
+25.0%
Q4 2022$8
-99.9%
1360.0%0.00%
-20.0%
Q3 2022$8,0000.0%1360.0%0.01%0.0%
Q2 2022$8,000
-20.0%
1360.0%0.01%0.0%
Q1 2022$10,000
-9.1%
1360.0%0.01%
-16.7%
Q4 2021$11,0000.0%1360.0%0.01%0.0%
Q3 2021$11,0000.0%1360.0%0.01%0.0%
Q2 2021$11,000
+10.0%
1360.0%0.01%0.0%
Q1 2021$10,0000.0%1360.0%0.01%0.0%
Q4 2020$10,000
+11.1%
136
+300.0%
0.01%0.0%
Q3 2020$9,000
+28.6%
340.0%0.01%
+20.0%
Q2 2020$7,000
+16.7%
340.0%0.01%0.0%
Q1 2020$6,000
-25.0%
340.0%0.01%
-16.7%
Q4 2019$8,000
+14.3%
340.0%0.01%
+20.0%
Q3 2019$7,0000.0%340.0%0.01%0.0%
Q2 2019$7,0000.0%340.0%0.01%0.0%
Q1 2019$7,000
+16.7%
340.0%0.01%0.0%
Q4 2018$6,000
-14.3%
340.0%0.01%
-16.7%
Q3 2018$7,0000.0%340.0%0.01%0.0%
Q2 2018$7,000
+16.7%
340.0%0.01%
+20.0%
Q1 2018$6,0000.0%340.0%0.01%0.0%
Q4 2017$6,0000.0%340.0%0.01%0.0%
Q3 2017$6,0000.0%340.0%0.01%0.0%
Q2 2017$6,000
-76.0%
34
-77.8%
0.01%
-77.3%
Q1 2017$25,000
+8.7%
1530.0%0.02%
+10.0%
Q4 2016$23,0001530.02%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 616,299$84,901,0004.09%
Quantitative Advantage, LLC 92,224$12,705,0003.17%
Concorde Asset Management, LLC 17,486$2,409,0003.02%
Simplicity Solutions, LLC 18,156$2,501,0002.97%
Polaris Wealth Advisory Group, LLC 94,510$13,020,0002.68%
Commonwealth Financial Services, LLC 21,448$2,955,0002.65%
PACIFIC FINANCIAL GROUP INC 52,780$7,271,0002.15%
SPC Financial, Inc. 44,155$6,083,0001.77%
FolioMetrix LLC 19,226$2,412,0001.71%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16,485$2,271,0001.69%
View complete list of ISHARES TR shareholders