MinichMacGregor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 137 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.53 and the average weighting 0.1%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$238
-100.0%
5
-100.0%
0.00%
-100.0%
Q1 2022$10,074,000
-7.9%
170,987
-3.4%
3.22%
-3.2%
Q4 2021$10,937,000
+4.5%
177,095
+2.5%
3.33%
-5.5%
Q3 2021$10,463,000
+5.5%
172,777
+0.2%
3.52%
+1.3%
Q2 2021$9,918,000
+5.6%
172,410
+4.1%
3.48%
-0.9%
Q1 2021$9,389,000
+61.4%
165,686
+38.9%
3.51%
-8.6%
Q3 2018$5,816,000
+9.9%
119,254
+11.7%
3.84%
+1.8%
Q2 2018$5,294,000
+2.6%
106,744
+4.2%
3.77%
-6.2%
Q1 2018$5,161,000
+3.3%
102,479
+1.0%
4.02%
+3.0%
Q4 2017$4,998,000
+40.1%
101,420
+34.2%
3.90%
+31.9%
Q3 2017$3,568,000
+9.4%
75,598
+5.5%
2.96%
+4.5%
Q2 2017$3,262,000
+6.6%
71,625
+4.8%
2.83%
+2.7%
Q1 2017$3,060,000
-0.0%
68,316
+1.3%
2.76%
-3.8%
Q4 2016$3,061,00067,4632.86%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 172,777$10,463,0003.52%
SPC Financial, Inc. 322,439$19,527,0002.42%
Cadent Capital Advisors, LLC 72,570$4,395,0001.96%
MARTIN & CO INC /TN/ 71,484$4,329,0001.02%
Aft, Forsyth & Sober, LLC 40,000$2,422,0000.91%
Spectrum Management Group, LLC 56,013$3,392,0000.53%
Teamwork Financial Advisors, LLC 32,869$1,991,0000.39%
Well Done, LLC 28,160$1,705,0000.38%
Genesee Capital Advisors, LLC 12,021$728,0000.36%
Family Firm, Inc. 19,020$1,245,0000.33%
View complete list of ISHARES TR shareholders