Stonebridge Financial Planning Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$34,000
-8.1%
1350.0%0.02%0.0%
Q3 2021$37,000
+5.7%
1350.0%0.02%
-5.3%
Q2 2021$35,000
-2.8%
1350.0%0.02%
-9.5%
Q1 2021$36,000
+20.0%
1350.0%0.02%
+10.5%
Q4 2020$30,000
+7.1%
1350.0%0.02%
-5.0%
Q3 2020$28,000
-22.2%
135
-38.4%
0.02%
-35.5%
Q2 2020$36,000
-21.7%
219
-31.3%
0.03%
-32.6%
Q1 2020$46,000
-29.2%
319
-4.5%
0.05%
-22.0%
Q4 2019$65,0003340.06%
Other shareholders
ISHARES TR shareholders Q3 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