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 ↓
Capital Advisory Group Advisory Services, LLC 33,326$3,826,0001.66%
Karp Capital Management Corp 390,244$12,843,0001.61%
HERBST GROUP, LLC 58,897$1,938,0001.19%
Richard C. Young & CO., LTD. 211,817$6,971,0000.88%
First Citizens Financial Corp 32,495$1,069,0000.78%
Planned Solutions, Inc. 26,471$871,0000.58%
Antonetti Capital Management LLC 21,128$695,0000.54%
Orion Portfolio Solutions, LLC 400,861$13,192,0000.44%
Sierra Capital LLC 83,791$2,758,0000.41%
All Season Financial Advisors, Inc. 16,918$557,0000.39%
View complete list of ISHARES TR shareholders