Kore Private Wealth LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 225 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Kore Private Wealth LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$514,000
-72.5%
6,116
-74.7%
0.06%
-67.9%
Q3 2021$1,866,000
+21.2%
24,135
+21.7%
0.20%
+13.3%
Q2 2021$1,539,000
+68.8%
19,824
+62.7%
0.17%
+40.7%
Q1 2021$912,000
+172.2%
12,186
+156.4%
0.12%
+136.5%
Q4 2020$335,000
-19.5%
4,752
+185.6%
0.05%
-35.0%
Q3 2020$416,000
+114.4%
1,664
+87.8%
0.08%
+100.0%
Q2 2020$194,000
+45.9%
886
+18.1%
0.04%
+25.0%
Q1 2020$133,000
+19.8%
750
+53.7%
0.03%
+52.4%
Q4 2019$111,000
+344.0%
488
+256.2%
0.02%
+200.0%
Q4 2018$25,0001370.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders