Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 164 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$559,522
+23.2%
3,000
+32.3%
0.31%
+24.8%
Q2 2023$454,048
-3.5%
2,267
-4.0%
0.25%
+30.2%
Q1 2023$470,584
+30.1%
2,362
+32.4%
0.19%
+11.0%
Q4 2022$361,792
+761.4%
1,784
+692.9%
0.17%
+686.4%
Q3 2022$42,000
-4.5%
2250.0%0.02%
-12.0%
Q2 2022$44,000
-4.3%
2250.0%0.02%
+4.2%
Q1 2022$46,000
+2.2%
2250.0%0.02%
+9.1%
Q4 2021$45,000
+12.5%
2250.0%0.02%
-15.4%
Q3 2021$40,000
-2.4%
2250.0%0.03%
-3.7%
Q2 2021$41,000
+355.6%
225
+350.0%
0.03%
+285.7%
Q1 2021$9,000500.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders