Marks Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

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 Q3 2021
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders