PENOBSCOT WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 237 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
PENOBSCOT WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,204
+27.8%
11,815
+37.3%
1.67%
+32.1%
Q2 2023$1,724
+2.3%
8,604
+1.7%
1.26%
-3.7%
Q1 2023$1,686
+7.5%
8,464
+9.4%
1.31%
-3.7%
Q4 2022$1,569
-99.9%
7,737
+8.6%
1.36%
+9.9%
Q3 2022$1,282,000
+2.3%
7,126
+10.9%
1.24%
+1.5%
Q2 2022$1,253,000
+1.5%
6,427
+4.4%
1.22%
+10.2%
Q1 2022$1,234,0006,1591.11%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Quantitative Advantage, LLC 112,745$11,826,0003.05%
Fernwood Investment Management, LLC 33,262$3,489,0002.74%
Stillwater Capital Advisors, LLC 31,166$3,269,0000.95%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 10,362$1,087,0000.53%
Madden Advisory Services, Inc. 6,580$690,0000.41%
COMERICA SECURITIES INC 7,667$804,0000.35%
RiverFront Investment Group, LLC 96,919$10,166,0000.28%
Peachtree Investment Advisors, Inc. 3,360$352,0000.26%
AMERICAFIRST CAPITAL MANAGEMENT, LLC 4,218$442,299,0000.24%
COOKSON PEIRCE & CO INC 13,180$1,382,0000.23%
View complete list of ISHARES TR shareholders