Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 186 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 2.26 and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$34,579
-6.4%
1480.0%0.02%0.0%
Q2 2023$36,952
-15.4%
148
-22.9%
0.02%
-31.8%
Q1 2023$43,701
-16.0%
192
-21.3%
0.02%
-8.3%
Q4 2022$52,010
+8.4%
244
+0.4%
0.02%0.0%
Q3 2022$48,000
-48.9%
243
-45.1%
0.02%
-50.0%
Q2 2022$94,000
+14.6%
443
+46.7%
0.05%
+33.3%
Q1 2022$82,000
-13.7%
302
-12.5%
0.04%
-5.3%
Q4 2021$95,000
+17.3%
345
+3.0%
0.04%0.0%
Q3 2021$81,000
+11.0%
335
+20.5%
0.04%
+15.2%
Q2 2021$73,000
-2.7%
2780.0%0.03%
-10.8%
Q1 2021$75,0002780.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders