Tri-Star Advisors Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 256 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Tri-Star Advisors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$209,882
+1.9%
1,0400.0%0.10%
+3.0%
Q2 2022$206,000
-5.1%
1,0400.0%0.10%0.0%
Q1 2022$217,000
-5.7%
1,040
-8.5%
0.10%
+4.2%
Q4 2021$230,000
+9.0%
1,1370.0%0.10%
+3.2%
Q3 2021$211,0001,1370.09%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders