PROVENCE WEALTH MANAGEMENT GROUP - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 384 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
PROVENCE WEALTH MANAGEMENT GROUP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$69,531
-76.3%
1,466
-78.1%
0.04%
-77.9%
Q1 2023$292,844
-24.3%
6,693
-19.6%
0.20%
-38.3%
Q4 2022$387,075
+4.6%
8,326
-11.5%
0.32%
-34.6%
Q3 2022$370,000
-59.0%
9,410
-60.3%
0.48%
-59.2%
Q2 2022$903,000
-42.5%
23,680
-38.3%
1.18%
-34.1%
Q1 2022$1,571,000
+85.9%
38,382
+36.7%
1.80%
+88.2%
Q4 2021$845,00028,0770.96%
Other shareholders
ISHARES TR shareholders Q1 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