One Charles Private Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 127 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.14 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 Q3 2022
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders