Vahanian & Associates Financial Planning Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 80 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.37 and the average weighting 0.1%.

Quarter-by-quarter ownership
Vahanian & Associates Financial Planning Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$216,384
-40.4%
11,200
-34.6%
0.60%
-49.5%
Q4 2022$362,838
+60.5%
17,115
+9.3%
1.19%
+52.6%
Q3 2022$226,00015,6650.78%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Genesee Capital Advisors, LLC 199,908$4,805,7883.46%
MinichMacGregor Wealth Management, LLC 379,955$9,134,1183.02%
SPC Financial, Inc. 633,543$15,230,3741.71%
COTTONWOOD CAPITAL ADVISORS, LLC 71,703$1,723,7351.61%
Cadent Capital Advisors, LLC 151,757$3,648,2441.52%
Van Cleef Asset Management,Inc 185,741$4,465,2140.70%
Amica Retiree Medical Trust 14,930$3590.42%
Revisor Wealth Management LLC 20,667$496,8350.42%
Milestone Advisory Partners 18,677$448,9950.37%
AMICA MUTUAL INSURANCE CO 119,143$2,8640.34%
View complete list of ISHARES TR shareholders