Signature Wealth Management Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 122 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.45 and the average weighting 0.1%.

Quarter-by-quarter ownership
Signature Wealth Management Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$213,000
-16.1%
8,4950.0%0.22%
+0.9%
Q1 2022$254,000
-9.3%
8,4950.0%0.22%
-8.9%
Q4 2021$280,000
+1.4%
8,4950.0%0.24%
-5.2%
Q3 2021$276,000
-2.1%
8,4950.0%0.25%
-2.3%
Q2 2021$282,000
+2.5%
8,4950.0%0.26%
-3.0%
Q1 2021$275,000
+7.0%
8,4950.0%0.26%
+2.7%
Q4 2020$257,0008,4950.26%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders