Stonebridge Financial Planning Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.34 and the average weighting 0.1%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$9,000
-10.0%
3000.0%0.01%0.0%
Q3 2021$10,0000.0%3000.0%0.01%0.0%
Q2 2021$10,0000.0%3000.0%0.01%
-16.7%
Q1 2021$10,000
+11.1%
3000.0%0.01%0.0%
Q4 2020$9,000
+12.5%
3000.0%0.01%0.0%
Q3 2020$8,0000.0%3000.0%0.01%
-14.3%
Q2 2020$8,0000.0%3000.0%0.01%
-12.5%
Q1 2020$8,000
-11.1%
3000.0%0.01%0.0%
Q4 2019$9,0003000.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Rothschild Capital Partners, LLC 138,446$3,741,0001.47%
Patriot Wealth Management, Inc. 284,452$7,686,0001.09%
Arcus Capital Partners, LLC 43,084$1,164,0000.66%
SUN LIFE FINANCIAL INC 1,458$53,947,0000.48%
TOTH FINANCIAL ADVISORY CORP 70,247$1,898,0000.46%
Leisure Capital Management 17,572$475,0000.42%
Timber Hill LLC 79,688$2,153,0000.33%
ASHFORD CAPITAL MANAGEMENT INC 73,290$1,980,0000.30%
Capital Advisory Group Advisory Services, LLC 13,343$362,0000.26%
MONROE BANK & TRUST/MI 30,283$818,0000.26%
View complete list of ISHARES TR shareholders