TCWP LLC - ISHARES TR ownership

ISHARES TR's ticker is BYLD and the CUSIP is 46434V787. A total of 38 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 87,329$2,054,0001.05%
Financial Insights, Inc. 47,881$1,126,0001.04%
Darwin Wealth Management, LLC 168,622$3,966,0000.65%
Asset Management Group, Inc. 76,666$1,803,0000.38%
SYM FINANCIAL Corp 13,974$329,0000.14%
TCWP LLC 30,702$722,0000.13%
HUNTINGTON NATIONAL BANK 395,050$9,291,0000.09%
GeoWealth Management, LLC 36,404$856,0000.08%
LexAurum Advisors, LLC 9,604$226,0000.07%
Prospera Financial Services Inc 19,045$448,0000.02%
View complete list of ISHARES TR shareholders