Marks Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 216 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 2.08 and the average weighting 0.3%.

Quarter-by-quarter ownership
Marks Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$14,824,000
-25.9%
54,915
-24.1%
4.52%
-27.8%
Q4 2021$20,013,000
+35.9%
72,385
+27.8%
6.25%
+25.9%
Q2 2021$14,722,000
+4.3%
56,632
+3.3%
4.97%
+7.1%
Q1 2021$14,120,000
-32.2%
54,808
-42.0%
4.64%
-35.8%
Q4 2020$20,840,00094,4977.23%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders