Marks Group Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Marks Group Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$486,646
-26.0%
10,468
-37.4%
0.07%
-34.0%
Q3 2022$658,000
+4.9%
16,731
+1.7%
0.10%
+11.1%
Q2 2022$627,000
-18.6%
16,449
-12.6%
0.09%
-7.2%
Q1 2022$770,000
-16.4%
18,818
-38.7%
0.10%
-13.4%
Q4 2021$921,00030,7200.11%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
EQ LLC 135,932$3,887,0002.97%
MCMORGAN & CO LLC 417,561$12,147,0002.65%
Pettinga Financial Advisors LLC 295,690$8,602,0002.30%
HawsGoodwin Investment Management LLC 252,259$7,338,0002.26%
Ironwood Financial, llc 254,992$7,418,0002.23%
Procyon Advisors, LLC 274,185$7,976,0002.18%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$8,727,0002.10%
ONE Advisory Partners, LLC 113,439$3,300,0002.03%
Cadent Capital Advisors, LLC 166,027$4,830,0002.01%
Bernardo Wealth Planning LLC 114,211$3,322,0001.99%
View complete list of ISHARES TR shareholders