Private Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$323,313
-9.8%
1,383
-3.6%
0.14%
-6.2%
Q2 2023$358,251
+8.0%
1,434
-1.5%
0.15%
+4.3%
Q1 2023$331,787
+5.7%
1,456
-0.9%
0.14%
+32.1%
Q4 2022$313,804
+8.6%
1,469
-0.2%
0.11%
-20.9%
Q3 2022$289,000
-20.2%
1,472
+0.3%
0.13%0.0%
Q2 2022$362,000
-10.4%
1,467
-1.9%
0.13%
+3.9%
Q1 2022$404,000
-2.2%
1,496
+0.3%
0.13%
+46.6%
Q4 2021$413,000
+4.0%
1,492
+0.2%
0.09%
-7.4%
Q3 2021$397,000
+2.6%
1,4890.0%0.10%
-20.2%
Q2 2021$387,000
-2.0%
1,489
-3.0%
0.12%
-11.2%
Q1 2021$395,000
+6.8%
1,535
-5.0%
0.13%
+4.7%
Q4 2020$370,000
+15.3%
1,616
+0.2%
0.13%
-22.9%
Q3 2020$321,000
+5.2%
1,613
-14.0%
0.17%
-21.7%
Q2 2020$305,000
+17.8%
1,876
+0.3%
0.21%0.0%
Q1 2020$259,000
-72.6%
1,871
-61.3%
0.21%
-61.0%
Q4 2019$946,000
-58.9%
4,836
-60.9%
0.54%
-63.7%
Q3 2019$2,302,000
-4.6%
12,369
-4.1%
1.50%
-8.8%
Q2 2019$2,414,0000.0%12,8930.0%1.64%0.0%
Q1 2019$2,414,000
+13.1%
12,893
-0.3%
1.64%
-4.6%
Q4 2018$2,135,00012,9381.72%
Other shareholders
ISHARES TR shareholders Q3 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