Charles Carroll Financial Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 361 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
Charles Carroll Financial Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$632,264
+18.2%
13,6000.0%0.98%
+13.2%
Q3 2022$535,000
+0.9%
13,600
-2.2%
0.86%
+24.5%
Q2 2022$530,00013,9000.69%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
HT Partners LLC 197,114$11,180,306,0005.84%
Shamrock Asset Management LLC 285,122$16,195,0005.02%
Transamerica Financial Advisors, Inc. 872,920$49,582,0004.32%
Prospera Financial Services Inc 260,020$14,769,0004.00%
AMG National Trust Bank 537,008$30,502,0003.10%
Quantitative Advantage, LLC 231,322$13,139,0003.06%
Madden Advisory Services, Inc. 101,255$5,751,0002.93%
F-Squared Investment Management, LLC 1,214,241$68,969,0001.74%
ASSETMARK, INC 1,345,738$76,438,0001.63%
Atria Investments, Inc 227,867$12,943,0001.29%
View complete list of ISHARES TR shareholders