Loveless Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 and the average weighting 0.1%.

Quarter-by-quarter ownership
Loveless Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$325,000
-24.6%
1,528
-4.4%
0.21%
-12.3%
Q1 2022$431,000
-2.5%
1,5980.0%0.24%0.0%
Q4 2021$442,000
+26.3%
1,598
+11.1%
0.24%
+14.1%
Q3 2021$350,000
-5.1%
1,438
+1.4%
0.21%
-4.9%
Q2 2021$369,0001,4180.22%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders