TUCKER ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 193 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 2.54 and the average weighting 0.1%.

Quarter-by-quarter ownership
TUCKER ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,610
-6.4%
240.0%0.00%
-50.0%
Q2 2023$5,996
+9.7%
240.0%0.00%0.0%
Q1 2023$5,468
+5.8%
240.0%0.00%0.0%
Q4 2022$5,167
+1.3%
240.0%0.00%0.0%
Q3 2022$5,100
-0.2%
240.0%0.00%0.0%
Q2 2022$5,110
-21.1%
240.0%0.00%0.0%
Q1 2022$6,479
-2.0%
240.0%0.00%0.0%
Q4 2021$6,613
+1.8%
240.0%0.00%0.0%
Q3 2021$6,498240.00%
Other shareholders
ISHARES TR shareholders Q2 2022
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