TOBIAS FINANCIAL ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 242 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
TOBIAS FINANCIAL ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$302,000
-97.1%
1,120
-97.4%
0.10%
-97.4%
Q3 2021$10,520,000
+2.7%
43,260
+9.7%
3.93%
-3.0%
Q2 2021$10,248,000
-4.6%
39,423
-5.5%
4.06%
-11.0%
Q1 2021$10,746,000
+16.5%
41,712
-0.3%
4.56%
+8.1%
Q4 2020$9,223,000
+13.1%
41,819
+2.0%
4.22%
-5.6%
Q3 2020$8,153,000
+23.3%
40,982
+0.8%
4.47%
+15.1%
Q2 2020$6,613,00040,6623.88%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders