Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$1,612,000
+210.6%
5,973
+218.4%
0.32%
+255.1%
Q4 2021$519,000
+13.8%
1,8760.0%0.09%
-10.1%
Q3 2021$456,000
+4.6%
1,876
+11.8%
0.10%
+3.1%
Q2 2021$436,000
+3863.6%
1,678
+1971.6%
0.10%
+1820.0%
Q1 2020$11,000
-26.7%
810.0%0.01%0.0%
Q3 2019$15,0000.0%810.0%0.01%0.0%
Q2 2019$15,0000.0%810.0%0.01%0.0%
Q1 2019$15,000810.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders