Lloyd Advisory Services, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IWX and the CUSIP is 464289420. A total of 105 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Lloyd Advisory Services, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$414,000
-32.2%
6,690
-23.8%
0.32%
+13.0%
Q1 2022$611,000
-5.6%
8,775
-4.9%
0.28%
-4.4%
Q4 2021$647,000
+4.9%
9,231
-1.8%
0.30%
-6.0%
Q3 2021$617,000
-9.3%
9,397
-8.2%
0.32%
-7.8%
Q2 2021$680,000
+3.2%
10,235
-1.1%
0.34%
-3.9%
Q1 2021$659,000
+10.8%
10,354
+0.8%
0.36%
+10.2%
Q4 2020$595,000
+11.0%
10,273
-2.2%
0.32%
-0.3%
Q3 2020$536,000
+11.0%
10,501
+6.1%
0.33%
+7.2%
Q2 2020$483,000
+14.2%
9,899
+3.1%
0.30%
-2.9%
Q1 2020$423,000
+7.1%
9,601
+42.1%
0.31%
-12.8%
Q4 2019$395,0006,7570.36%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
FIRST CITIZENS BANK & TRUST CO 4,168,793$290,357,00011.28%
Compton Wealth Advisory Group, LLC 188,487$13,128,0005.06%
Mason & Associates Inc 228,475$15,913,0004.86%
Horst & Graben Wealth Management LLC 262,564$18,288,0004.47%
Proficio Capital Partners LLC 265,108$18,291,0002.73%
Global Wealth Management Investment Advisory, Inc. 90,779$6,323,0001.88%
Peterson Financial Group, Inc. 24,646$1,716,0001.26%
TIAA, FSB 4,602,991$319,857,0001.11%
AE Wealth Management LLC 2,295,334$159,870,0001.10%
MARIPAU WEALTH MANAGEMENT LLC 17,713$1,203,0001.09%
View complete list of ISHARES TR shareholders