Signature Wealth Management Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.73 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 Q1 2022
NameSharesValueWeighting ↓
Phoenix Holdings Ltd. 3,954,045$99,365,0002.03%
HERBST GROUP, LLC 39,533$1,005,0000.79%
First Citizens Financial Corp 34,905$877,0000.77%
Antonetti Capital Management LLC 19,956$501,0000.53%
Orion Portfolio Solutions, LLC 399,977$10,051,0000.40%
Lumature Wealth Partners, LLC 28,375$713,0000.32%
Sierra Capital LLC 50,121$1,260,0000.23%
Kinloch Capital, LLC 13,967$351,0000.23%
Signature Wealth Management Partners, LLC 8,495$213,0000.22%
NBT BANK N A /NY 48,434$1,217,0000.19%
View complete list of ISHARES TR shareholders