TSFG, 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
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 Q2 2022
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,662$6,613,0003.88%
McGuire Investment Group, LLC 21,821$3,549,0001.23%
Richard Bernstein Advisors LLC 190,850$31,039,0000.97%
Clarus Wealth Advisors 5,007$824,0000.69%
Zimmer Partners, LP 200,000$32,528,0000.44%
Capital Advisors, Ltd. LLC 10,124$1,647,0000.44%
GREENWOOD CAPITAL ASSOCIATES LLC 10,543$1,715,0000.39%
Sage Capital Advisors,llc 3,531$574,0000.37%
GARRISON POINT ADVISORS, LLC 2,237$364,0000.36%
FIRST UNITED BANK & TRUST 3,085$502,0000.30%
View complete list of ISHARES TR shareholders