JOURNEY STRATEGIC WEALTH LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 355 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
JOURNEY STRATEGIC WEALTH LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$241,681
-86.7%
5,524
-85.9%
0.02%
-88.3%
Q4 2022$1,820,457
+26.6%
39,158
+7.1%
0.21%
+10.3%
Q3 2022$1,438,000
-33.7%
36,564
-35.7%
0.19%
-33.1%
Q2 2022$2,169,000
-29.6%
56,905
-44.4%
0.29%
-9.7%
Q4 2021$3,083,000102,4160.32%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Commonwealth Financial Services, LLC 81,039$3,109,0003.66%
AMG National Trust Bank 634,768$24,350,0002.18%
ALLSTATE CORP 564,800$21,666,0001.42%
INVESTMENT PARTNERS, LTD. 25,850$992,0000.99%
Round Table Services, LLC 38,148$1,463,0000.82%
Stillwater Capital Advisors, LLC 71,745$2,752,0000.82%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 44,921$1,723,0000.81%
CETERA INVESTMENT MANAGEMENT LLC 35,319$1,355,0000.80%
Archford Capital Strategies, LLC 38,774$1,487,0000.78%
GRIMES & COMPANY, INC. 106,883$4,100,0000.55%
View complete list of ISHARES TR shareholders