Graves Light Lenhart Wealth, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 227 filers reported holding ISHARES TR in Q1 2024. 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 Q1 2024
NameSharesValueWeighting ↓
First Citizens Financial Corp 13,139$2,360,0001.88%
Fernwood Investment Management, LLC 28,724$5,159,0001.77%
Demars Financial Group, LLC 11,269$2,024,0001.19%
Grace Capital 8,634$1,589,0000.98%
Paradigm Financial Advisors, LLC 22,140$3,976,0000.92%
Aurora Private Wealth, Inc. 10,699$1,922,0000.78%
Stonebridge Financial Planning Group, LLC 7,419$1,399,0000.68%
Essex LLC 10,947$1,966,0000.54%
Conservest Capital Advisors, Inc. 17,231$3,095,0000.35%
PGIM Custom Harvest LLC 11,308$2,031,0000.31%
View complete list of ISHARES TR shareholders