Bridge Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 137 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.73 and the average weighting 0.1%.

Quarter-by-quarter ownership
Bridge Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$205,000
+1.5%
6,215
-0.3%
0.09%
-6.1%
Q3 2021$202,000
-3.8%
6,235
-1.2%
0.10%
-7.5%
Q2 2021$210,000
+3.4%
6,309
+0.4%
0.11%
-15.1%
Q1 2021$203,0006,2860.13%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,523,192$117,040,0006.12%
Karp Capital Management Corp 317,047$10,532,0001.56%
First Citizens Financial Corp 31,319$1,040,0000.79%
Planned Solutions, Inc. 33,909$1,126,0000.78%
Orion Portfolio Solutions, LLC 419,968$13,951,0000.55%
Sierra Capital LLC 83,791$2,784,0000.52%
Signature Wealth Management Partners, LLC 8,495$282,0000.26%
Family Firm, Inc. 27,583$916,0000.25%
Lumature Wealth Partners, LLC 18,025$599,0000.25%
WINTRUST INVESTMENTS LLC 67,759$2,251,0000.23%
View complete list of ISHARES TR shareholders