Graves Light Lenhart Wealth, Inc. - ISHARES TR ownership

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ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

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Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$292,030
-9.8%
1,6170.0%0.04%
-9.1%
Q2 2023$323,869
-26.7%
1,617
-27.1%
0.04%
-35.3%
Q1 2023$441,693
-1.8%
2,2170.0%0.07%
-1.4%
Q4 2022$449,563
+12.7%
2,2170.0%0.07%
+3.0%
Q3 2022$399,000
-7.6%
2,2170.0%0.07%
+1.5%
Q2 2022$432,000
-2.7%
2,2170.0%0.07%
+6.5%
Q1 2022$444,0000.0%2,2170.0%0.06%
-1.6%
Q4 2021$444,000
+11.6%
2,2170.0%0.06%0.0%
Q3 2021$398,000
-2.5%
2,2170.0%0.06%
-3.1%
Q2 2021$408,000
+4.1%
2,2170.0%0.06%
-3.0%
Q1 2021$392,000
+2.1%
2,2170.0%0.07%
-6.9%
Q4 2020$384,000
+16.0%
2,2170.0%0.07%
-1.4%
Q3 2020$331,000
+17.0%
2,2170.0%0.07%
+10.6%
Q2 2020$283,000
+17.9%
2,2170.0%0.07%
+1.5%
Q1 2020$240,000
-18.6%
2,2170.0%0.06%
+4.8%
Q4 2019$295,000
+5.0%
2,2170.0%0.06%0.0%
Q3 2019$281,000
+4.5%
2,2170.0%0.06%
-1.6%
Q2 2019$269,000
+1.5%
2,2170.0%0.06%
-4.5%
Q1 2019$265,000
+12.3%
2,2170.0%0.07%
-4.3%
Q4 2018$236,000–2,217–0.07%–
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Other shareholders
ISHARES TR shareholders Q3 2023
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