AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 231 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 1.21 and the average weighting 0.3%.

Quarter-by-quarter ownership
AFFINITY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$223,000
-5.9%
1,824
-1.3%
0.04%
-8.2%
Q4 2021$237,000
-98.9%
1,848
-97.8%
0.05%
-98.8%
Q2 2021$21,432,000
+1.0%
83,414
+1.6%
4.26%
-1.9%
Q1 2021$21,230,000
+19.2%
82,094
+4.9%
4.34%
+15.4%
Q4 2020$17,810,000
+77.0%
78,232
+60.6%
3.76%
+38.7%
Q3 2020$10,063,000
-8.5%
48,704
-27.9%
2.71%
-56.4%
Q4 2016$10,999,000
+150.1%
67,547
+118.7%
6.22%
+130.2%
Q1 2016$4,398,000
+5.6%
30,879
-0.1%
2.70%
-1.4%
Q4 2015$4,163,000
-16.9%
30,897
-13.7%
2.74%
-45.4%
Q3 2015$5,010,000
-46.3%
35,808
-44.3%
5.02%
-17.0%
Q2 2015$9,323,000
-30.8%
64,309
-25.3%
6.05%
-23.7%
Q1 2015$13,475,000
+7.3%
86,036
+12.4%
7.93%
-21.1%
Q4 2014$12,559,00076,54810.05%
Other shareholders
ISHARES TR shareholders Q2 2021
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