GYL FINANCIAL SYNERGIES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
GYL FINANCIAL SYNERGIES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$256,118
-3.5%
10,0830.0%0.02%
+4.2%
Q2 2023$265,496
-4.1%
10,083
+0.1%
0.02%
-27.3%
Q1 2023$276,936
-0.7%
10,074
-1.9%
0.03%
-45.0%
Q4 2022$278,916
-1.4%
10,269
-18.3%
0.06%
-22.1%
Q3 2022$283,000
-7.5%
12,572
+11.6%
0.08%
-8.3%
Q2 2022$306,000
+27.0%
11,263
+48.3%
0.08%
+44.8%
Q1 2022$241,000
-3.2%
7,596
-5.0%
0.06%
-13.4%
Q4 2021$249,000
+2.5%
7,992
+0.0%
0.07%
-46.0%
Q3 2021$243,000
-2.4%
7,989
+4.0%
0.12%
-3.9%
Q2 2021$249,000
+14.2%
7,679
+11.0%
0.13%
+7.5%
Q1 2021$218,000
-53.6%
6,915
-63.3%
0.12%
-61.0%
Q3 2020$470,000
-16.1%
18,855
-15.5%
0.31%
-24.0%
Q2 2020$560,000
+3.7%
22,307
-6.6%
0.40%
+17.4%
Q1 2020$540,000
-50.2%
23,892
-26.0%
0.34%
-28.0%
Q4 2019$1,084,000
+51.0%
32,289
+38.3%
0.48%
+34.2%
Q3 2019$718,000
+55.4%
23,354
+55.2%
0.36%
+46.3%
Q2 2019$462,000
-2.1%
15,047
-1.6%
0.24%
-7.9%
Q1 2019$472,000
+7.5%
15,2990.0%0.26%
-16.9%
Q4 2018$439,00015,2990.32%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders