Selective Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 353 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Selective Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,000
+33.3%
910.0%0.00%
+100.0%
Q2 2022$3,000
-25.0%
910.0%0.00%0.0%
Q1 2022$4,000
-83.3%
91
-88.7%
0.00%
-90.0%
Q4 2021$24,0008020.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Transamerica Financial Advisors, Inc. 2,134,808$93,078,0006.49%
Prospera Financial Services Inc 450,898$19,659,0004.38%
F-Squared Investment Management, LLC 2,546,851$111,043,0004.20%
AMG National Trust Bank 743,464$32,415,0003.10%
Ken Stern & Associates, Inc. 91,323$3,982,0002.99%
RiverFront Investment Group, LLC 1,295,635$56,489,0001.59%
Stillwater Capital Advisors, LLC 83,469$3,639,0001.11%
Starfire Investment Advisers, Inc. 56,572$2,466,594,0000.81%
Hilltop Holdings Inc. 70,631$3,080,0000.79%
Risk Paradigm Group, LLC 15,791$688,487,0000.67%
View complete list of ISHARES TR shareholders