Graves Light Lenhart Wealth, Inc. - ISHARES TR ownership

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%.

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$236,0002,2170.07%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders