Tyler-Stone Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 179 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.49 and the average weighting 0.1%.

Quarter-by-quarter ownership
Tyler-Stone Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$167
-6.7%
7160.0%0.10%
-5.9%
Q2 2023$179
+14.0%
716
-2.8%
0.10%
-5.6%
Q4 2022$157
-99.9%
737
+0.4%
0.11%
-2.7%
Q3 2022$144,000
-7.7%
734
+0.3%
0.11%
+5.8%
Q2 2022$156,000
-20.8%
732
+0.3%
0.10%
-3.7%
Q1 2022$197,000
-12.4%
730
-10.3%
0.11%
-9.2%
Q4 2021$225,0008140.12%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders