Massachusetts Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 2.66 and the average weighting 0.1%.

Quarter-by-quarter ownership
Massachusetts Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$548,658
+3.3%
2,347
+10.3%
0.50%
-0.8%
Q2 2023$531,367
+22.7%
2,127
+11.9%
0.51%
+13.9%
Q1 2023$432,896
-6.3%
1,900
-4.5%
0.45%0.0%
Q4 2022$462,0581,9900.45%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders