OLIVER LAGORE VANVALIN INVESTMENT GROUP - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 189 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.46 and the average weighting 0.1%.

Quarter-by-quarter ownership
OLIVER LAGORE VANVALIN INVESTMENT GROUP ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$30,021
+7.1%
3000.0%0.01%
-18.8%
Q4 2022$28,035
-47.1%
300
-50.0%
0.02%
-52.9%
Q3 2022$53,000
-28.4%
600
-25.0%
0.03%
-20.9%
Q2 2022$74,000
-16.9%
8000.0%0.04%
-28.3%
Q1 2022$89,0008000.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,809$6,036,0003.35%
Savant Capital, LLC 112,248$17,919,0002.20%
TrinityPoint Wealth, LLC 16,006$2,555,0000.86%
TimeScale Financial, Inc. 16,429$2,622,0000.78%
Mine & Arao Wealth Creation & Management, LLC. 5,200$830,0000.78%
Mathes Company, Inc. 9,975$1,592,0000.74%
First Heartland Consultants, Inc. 21,220$3,388,0000.67%
IBEX WEALTH ADVISORS 12,888$2,057,0000.63%
Ballew Advisors, Inc 4,540$735,0000.63%
GenWealth Group, Inc. 9,736$1,554,0000.60%
View complete list of ISHARES TR shareholders