Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$379,410
-5.8%
1,623
+0.6%
0.01%
-28.6%
Q2 2023$402,960
+9.6%
1,6130.0%0.01%
+16.7%
Q1 2023$367,506
-10.0%
1,613
-15.7%
0.01%
-25.0%
Q4 2022$408,523
+7.8%
1,9130.0%0.01%0.0%
Q3 2022$379,000
-10.6%
1,913
-3.7%
0.01%
-11.1%
Q2 2022$424,000
-22.8%
1,987
-2.3%
0.01%
+12.5%
Q1 2022$549,000
+4.8%
2,033
+7.3%
0.01%
-42.9%
Q4 2021$524,000
+20.2%
1,894
+5.6%
0.01%
+27.3%
Q3 2021$436,000
+13.5%
1,794
+21.3%
0.01%
-21.4%
Q2 2021$384,0001,4790.01%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Cadent Capital Advisors, LLC 20,053$4,687,7771.95%
Thrive Capital Management, LLC 9,453$2,209,7681.22%
WASHBURN CAPITAL MANAGEMENT, INC. 5,100$1,192,2271.01%
Indie Asset Partners, LLC 3,883$907,7290.92%
626 Financial, LLC 4,358$1,018,7700.69%
JMAC ENTERPRISES LLC 11,150$2,606,5350.64%
Nemes Rush Group LLC 13,791$3,223,9230.58%
MENORA MIVTACHIM HOLDINGS LTD. 253,000$59,143,8100.54%
McGuire Investment Group, LLC 11,734$2,743,0570.53%
Massachusetts Wealth Management 2,347$548,6580.50%
View complete list of ISHARES TR shareholders