Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 174 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 2.02 and the average weighting 0.2%.

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 Q2 2023
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders