TSFG, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
TSFG, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$43
-38.6%
182
-35.2%
0.02%
-42.3%
Q2 2023$70
+70.7%
281
+55.2%
0.03%
+73.3%
Q1 2023$41
+5.1%
1810.0%0.02%0.0%
Q4 2022$39
-99.9%
181
-24.9%
0.02%
-31.8%
Q3 2022$47,000
-7.8%
2410.0%0.02%0.0%
Q2 2022$51,000
-21.5%
2410.0%0.02%
-8.3%
Q1 2022$65,000
-3.0%
2410.0%0.02%
+4.3%
Q4 2021$67,000
+13.6%
2410.0%0.02%0.0%
Q3 2021$59,000
-14.5%
241
-9.1%
0.02%
-17.9%
Q2 2021$69,000
+1.5%
2650.0%0.03%
-20.0%
Q1 2021$68,000
+17.2%
2650.0%0.04%
+12.9%
Q4 2020$58,000
-20.5%
265
-28.2%
0.03%
-27.9%
Q3 2020$73,000
+21.7%
3690.0%0.04%
+7.5%
Q2 2020$60,000
+17.6%
3690.0%0.04%
-13.0%
Q1 2020$51,000
-29.2%
3690.0%0.05%
-13.2%
Q4 2019$72,000
-21.7%
369
-25.3%
0.05%
-24.3%
Q3 2019$92,000
-1.1%
4940.0%0.07%
-6.7%
Q2 2019$93,0000.0%4940.0%0.08%
-5.1%
Q1 2019$93,0004940.08%
Other shareholders
ISHARES TR shareholders Q4 2021
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