MARKET STREET WEALTH MANAGEMENT ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$540,749
+6.0%
11,401
-4.3%
0.14%
+6.2%
Q2 2023$510,267
-8.5%
11,911
-6.5%
0.13%
-11.0%
Q1 2023$557,375
-64.6%
12,740
-62.4%
0.15%
-68.0%
Q4 2022$1,573,265
-1.4%
33,841
-16.6%
0.46%
-9.9%
Q3 2022$1,595,000
-62.7%
40,573
-63.9%
0.51%
-61.8%
Q2 2022$4,280,000
-41.8%
112,277
-37.5%
1.32%
-49.2%
Q1 2022$7,349,000
+28.5%
179,590
-5.4%
2.60%
+39.8%
Q4 2021$5,717,000
+22.7%
189,938
+15.2%
1.86%
+0.9%
Q3 2021$4,660,000
+22.2%
164,886
+25.8%
1.85%
+10.2%
Q2 2021$3,813,000
+1142.0%
131,092
+1021.5%
1.68%
+820.9%
Q1 2021$307,00011,6890.18%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders