David J Yvars Group - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 500 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.7%.

Quarter-by-quarter ownership
David J Yvars Group ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$314,000
-1.3%
2,441
+0.0%
0.19%
+4.3%
Q3 2021$318,000
-56.2%
2,440
-56.1%
0.19%
-54.4%
Q2 2021$726,000
+0.4%
5,564
+0.0%
0.41%
-11.3%
Q1 2021$723,000
-13.0%
5,563
-11.0%
0.46%
-18.3%
Q4 2020$831,0006,2530.56%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Marks Wealth, LLC 153,509$18,320,00021.53%
Verdad Advisers, LP 180,000$21,481,00020.25%
Northstar Advisory Group, LLC 184,730$22,046,00016.37%
Tanglewood Wealth Management, Inc. 838,898$100,114,00013.50%
Alhambra Investment Management LLC 148,119$17,677,00012.79%
SFMG, LLC 762,205$90,962,00010.55%
Gould Capital, LLC 100,913$12,043,0009.69%
SNS Financial Group, LLC 588,951$70,285,0009.16%
Hilton Capital Management, LLC 610,210$72,822,0008.94%
PROFFITT & GOODSON INC 355,138$42,382,0008.66%
View complete list of ISHARES TR shareholders