Milestone Advisory Partners - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Milestone Advisory Partners ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$760,062
+47.0%
3,815
+49.6%
0.70%
+82.1%
Q4 2022$517,089
+92.2%
2,550
+26.4%
0.38%
+173.0%
Q4 2019$269,000
+5.5%
2,0170.0%0.14%
-2.1%
Q3 2019$255,0002,0170.14%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders