Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.3%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$72,000
-6.5%
297
+0.3%
0.01%
+11.1%
Q2 2021$77,000
+20.3%
296
+17.9%
0.01%
-18.2%
Q1 2021$64,000
+16.4%
251
+0.4%
0.01%
-8.3%
Q4 2020$55,000
-99.9%
2500.0%0.01%
-53.8%
Q3 2020$52,484,0002500.03%
Other shareholders
ISHARES TR shareholders Q1 2021
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