TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 44 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
TCWP LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$976,637
+14.9%
44,312
+13.0%
0.18%
+6.9%
Q4 2022$850,304
+4.5%
39,223
+2.6%
0.17%0.0%
Q3 2022$814,000
+4.2%
38,241
+7.9%
0.17%
+4.2%
Q2 2022$781,000
+8.2%
35,431
+15.4%
0.17%
+26.7%
Q1 2022$722,000
+2.0%
30,702
+8.3%
0.13%
-7.1%
Q4 2021$708,00028,3530.14%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
CREATIVE FINANCIAL DESIGNS INC /ADV 305,585$7,536,0003.88%
Strategic Blueprint, LLC 155,861$3,844,0002.24%
Darwin Wealth Management, LLC 171,143$4,212,0001.34%
Asset Management Group, Inc. 115,707$2,853,0001.08%
Crumly & Associates Inc. 30,838$760,0000.93%
Summit X, LLC 80,583$1,998,0000.93%
BEAM WEALTH ADVISORS, INC. 24,532$605,0000.60%
Atria Investments, Inc 236,777$5,839,0000.45%
Systelligence, LLC 38,082$939,0000.44%
Financial Insights, Inc. 13,318$328,0000.35%
View complete list of ISHARES TR shareholders