Graves Light Lenhart Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 108 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Graves Light Lenhart Wealth, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$316,673
-3.5%
4,8510.0%0.04%
-5.3%
Q1 2024$328,073
+5.8%
4,851
+200.0%
0.04%
-2.6%
Q4 2023$309,995
+6.2%
1,6170.0%0.04%
-2.5%
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
+4.3%
2,2170.0%0.06%
-3.1%
Q2 2019$269,299
+1.7%
2,2170.0%0.06%
-4.5%
Q1 2019$264,821
+12.2%
2,2170.0%0.07%
-2.9%
Q4 2018$236,0002,2170.07%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 106,419$21,201,8577.02%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 177,517$35,366,7217.00%
Genesee Capital Advisors, LLC 45,051$8,975,5766.38%
Capitol Family Office, Inc. 14,405$2,869,9745.66%
Kaye Capital Management 52,309$10,421,4415.31%
D. SCOTT NEAL, INC. 42,938$8,554,5714.78%
WealthCare Investment Partners, LLC 37,327$7,436,6004.50%
PGIM Custom Harvest LLC 466,830$93,006,6183.86%
Millington Financial Advisors, LLC 16,824$3,351,8893.10%
Systelligence, LLC 59,208$11,796,0103.03%
View complete list of ISHARES TR shareholders