Ulland Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 131 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.06 and the average weighting 0.1%.

Quarter-by-quarter ownership
Ulland Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$44
+4.8%
1,8900.0%0.05%
+4.0%
Q4 2022$42
-99.9%
1,8900.0%0.05%
+16.3%
Q3 2022$39,000
-17.0%
1,8900.0%0.04%
-10.4%
Q2 2022$47,000
-16.1%
1,8900.0%0.05%
+14.3%
Q1 2022$56,000
-9.7%
1,8900.0%0.04%
+5.0%
Q4 2021$62,0001,8900.04%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders