Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270,489
-6.4%
1,1560.0%0.00%
Q2 2023$288,898
+26.8%
1,156
+15.6%
0.00%
-100.0%
Q1 2023$227,840
-14.5%
1,000
-55.5%
0.01%
+66.7%
Q4 2022$266,556
-39.6%
2,247
+0.4%
0.00%
-50.0%
Q3 2022$441,000
-3.1%
2,239
+4.7%
0.01%0.0%
Q2 2022$455,000
+48.2%
2,139
+88.3%
0.01%
+100.0%
Q1 2022$307,0001,1360.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders