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 131 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

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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 2020
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 112,745$11,826,0003.05%
Fernwood Investment Management, LLC 33,262$3,489,0002.74%
Stillwater Capital Advisors, LLC 31,166$3,269,0000.95%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 10,362$1,087,0000.53%
Madden Advisory Services, Inc. 6,580$690,0000.41%
COMERICA SECURITIES INC 7,667$804,0000.35%
RiverFront Investment Group, LLC 96,919$10,166,0000.28%
Peachtree Investment Advisors, Inc. 3,360$352,0000.26%
AMERICAFIRST CAPITAL MANAGEMENT, LLC 4,218$442,299,0000.24%
COOKSON PEIRCE & CO INC 13,180$1,382,0000.23%
View complete list of ISHARES TR shareholders