Diversified, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 228 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Diversified, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$203,667
-6.9%
1,0920.0%0.05%
-5.4%
Q2 2023$218,715
+0.6%
1,0920.0%0.06%
-28.2%
Q1 2023$217,467
-1.7%
1,092
+0.1%
0.08%
-10.3%
Q4 2022$221,264
-1.7%
1,091
-12.7%
0.09%
-23.0%
Q3 2022$225,000
-10.4%
1,249
-3.2%
0.11%
+8.7%
Q2 2022$251,000
-2.7%
1,290
+0.1%
0.10%
-1.0%
Q1 2022$258,0000.0%1,289
+0.1%
0.10%
-3.7%
Q4 2021$258,000
+11.7%
1,288
+0.2%
0.11%
-11.4%
Q3 2021$231,000
-9.1%
1,286
-6.7%
0.12%
-13.4%
Q2 2021$254,000
+4.1%
1,379
+0.2%
0.14%
-24.5%
Q1 2021$244,000
+33.3%
1,376
+12.1%
0.19%
+20.5%
Q4 2020$183,0001,2280.16%
Other shareholders
ISHARES TR shareholders Q3 2023
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