GARRISON POINT ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 181 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
GARRISON POINT ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,237,894
-1.3%
15,230
-0.5%
0.82%
+1.4%
Q1 2024$1,254,141
+9.7%
15,300
+1.4%
0.81%0.0%
Q4 2023$1,143,369
+13.4%
15,090
+0.2%
0.81%
+3.3%
Q3 2023$1,008,267
-6.5%
15,060
-0.7%
0.78%
+0.4%
Q2 2023$1,078,899
+11.7%
15,160
+1.6%
0.78%
+7.3%
Q1 2023$965,498
+13.6%
14,9250.0%0.72%
+4.2%
Q4 2022$850,128
-2.2%
14,925
-0.1%
0.70%
-10.4%
Q3 2022$869,000
+2.6%
14,9350.0%0.78%
+10.4%
Q2 2022$847,000
-25.1%
14,935
-0.9%
0.70%
-11.1%
Q1 2022$1,131,000
-10.8%
15,075
-0.2%
0.79%
-5.9%
Q4 2021$1,268,000
+8.8%
15,100
+0.2%
0.84%
-0.7%
Q3 2021$1,165,000
-1.6%
15,070
-1.2%
0.85%
-0.7%
Q2 2021$1,184,000
+3.0%
15,260
-0.7%
0.85%
-4.5%
Q1 2021$1,150,000
+2.1%
15,370
-3.8%
0.89%
-1.4%
Q4 2020$1,126,000
+13.2%
15,970
+301.5%
0.91%
+0.3%
Q3 2020$995,000
+15.2%
3,978
+0.8%
0.90%
+5.6%
Q2 2020$864,000
+22.2%
3,945
-1.1%
0.86%
-1.0%
Q1 2020$707,000
-26.4%
3,990
-5.1%
0.86%
-1.8%
Q4 2019$960,000
+6.3%
4,205
+1.2%
0.88%
-1.6%
Q3 2019$903,000
+6.1%
4,155
+6.3%
0.89%
+4.7%
Q2 2019$851,000
+10.5%
3,910
+3.7%
0.85%
+6.4%
Q1 2019$770,000
+23.6%
3,770
+9.4%
0.80%
+4.4%
Q4 2018$623,0003,4450.77%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 24,881$4,004,0003.61%
Thai Life Insurance PCL. 15,900$2,559,0003.11%
ASSETMARK, INC 579,652$93,283,0001.22%
Transform Wealth, LLC 19,990$3,217,0001.20%
Polaris Wealth Advisory Group, LLC 57,015$9,175,0001.00%
ARS Wealth Advisors, LLC 11,015$1,773,0000.76%
NAVELLIER & ASSOCIATES INC 30,659$4,934,0000.72%
Peachtree Investment Advisors, Inc. 4,447$716,0000.66%
Aveo Capital Partners, LLC 10,113$1,627,0000.60%
Stillwater Capital Advisors, LLC 12,522$2,015,0000.54%
View complete list of ISHARES TR shareholders