LifeSteps Financial, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 and the average weighting 0.1%.

Quarter-by-quarter ownership
LifeSteps Financial, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$205,852
-43.3%
824
-51.6%
0.20%
-46.3%
Q4 2022$363,249
-27.1%
1,701
-32.9%
0.38%
-32.6%
Q3 2022$498,000
-20.6%
2,536
-13.9%
0.56%
-14.2%
Q2 2022$627,000
-31.9%
2,947
-13.6%
0.65%
-4.0%
Q1 2022$921,000
-13.7%
3,412
-11.6%
0.68%
-9.8%
Q4 2021$1,067,000
+23.8%
3,860
+8.9%
0.76%
+14.4%
Q3 2021$862,000
-4.0%
3,546
+2.6%
0.66%
-4.3%
Q2 2021$898,000
+32.8%
3,456
+31.7%
0.69%
+22.3%
Q1 2021$676,000
+133.1%
2,624
+99.7%
0.56%
+112.0%
Q4 2020$290,0001,3140.27%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders