One Charles Private Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.

Quarter-by-quarter ownership
One Charles Private Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$271,018
-5.6%
11,702
-8.5%
0.17%
-9.7%
Q4 2022$287,014
+12.1%
12,796
+4.6%
0.19%
+9.4%
Q3 2022$256,000
+2.0%
12,239
+60.2%
0.17%
+19.7%
Q4 2021$251,0007,6390.14%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,523,192$117,040,0006.12%
Karp Capital Management Corp 317,047$10,532,0001.56%
First Citizens Financial Corp 31,319$1,040,0000.79%
Planned Solutions, Inc. 33,909$1,126,0000.78%
Orion Portfolio Solutions, LLC 419,968$13,951,0000.55%
Sierra Capital LLC 83,791$2,784,0000.52%
Signature Wealth Management Partners, LLC 8,495$282,0000.26%
Family Firm, Inc. 27,583$916,0000.25%
Lumature Wealth Partners, LLC 18,025$599,0000.25%
WINTRUST INVESTMENTS LLC 67,759$2,251,0000.23%
View complete list of ISHARES TR shareholders