MONTAG A & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$169,458
-6.0%
9000.0%0.01%0.0%
Q2 2023$180,261
+0.5%
9000.0%0.01%
-8.3%
Q1 2023$179,307
-1.8%
9000.0%0.01%0.0%
Q4 2022$182,502
+12.0%
900
-0.9%
0.01%
+9.1%
Q3 2022$163,000
+3.2%
908
+12.4%
0.01%
+10.0%
Q2 2022$158,000
-2.5%
8080.0%0.01%
+11.1%
Q1 2022$162,0000.0%8080.0%0.01%
+12.5%
Q4 2021$162,000
+11.7%
8080.0%0.01%0.0%
Q3 2021$145,000
-12.1%
808
-9.7%
0.01%
-11.1%
Q2 2021$165,000
+4.4%
8950.0%0.01%0.0%
Q1 2021$158,000
+2.6%
895
+0.9%
0.01%0.0%
Q4 2020$154,0008870.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders