Arkadios Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 208 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Arkadios Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$369,132
-11.8%
1,979
-5.3%
0.04%
-28.6%
Q2 2023$418,416
+8.5%
2,089
+7.9%
0.05%
+6.5%
Q1 2023$385,761
-3.4%
1,936
-1.7%
0.05%
-13.2%
Q4 2022$399,314
+20.6%
1,969
+6.8%
0.05%
+6.0%
Q3 2022$331,000
+14.9%
1,843
+24.5%
0.05%
+16.3%
Q2 2022$288,000
+15.7%
1,480
+19.0%
0.04%
+30.3%
Q1 2022$249,0001,2440.03%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders