PRIO WEALTH LIMITED PARTNERSHIP - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 194 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.05 and the average weighting 0.1%.

Quarter-by-quarter ownership
PRIO WEALTH LIMITED PARTNERSHIP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$314,000
-20.9%
9,135
-17.2%
0.01%
-26.3%
Q1 2019$397,000
+15.7%
11,0350.0%0.02%
+5.6%
Q4 2018$343,000
-26.6%
11,035
-0.9%
0.02%
-14.3%
Q3 2018$467,000
-15.1%
11,135
-15.2%
0.02%
-22.2%
Q2 2018$550,000
-47.1%
13,135
-53.3%
0.03%
-48.1%
Q1 2018$1,040,000
-24.9%
28,135
-19.5%
0.05%
-20.0%
Q4 2017$1,385,000
+6.0%
34,9350.0%0.06%
+1.6%
Q3 2017$1,307,000
+4.0%
34,935
-1.4%
0.06%
+1.6%
Q2 2017$1,257,000
-8.4%
35,435
-0.6%
0.06%
-11.3%
Q1 2017$1,373,000
-7.2%
35,6350.0%0.07%
-10.1%
Q4 2016$1,480,000
-7.3%
35,635
-13.0%
0.08%
-7.1%
Q3 2016$1,597,000
-2.2%
40,950
-3.8%
0.08%
-5.6%
Q2 2016$1,633,000
-9.1%
42,575
-17.6%
0.09%
-8.2%
Q1 2016$1,797,000
-16.2%
51,675
-18.4%
0.10%
-16.2%
Q4 2015$2,144,000
+89.2%
63,325
+91.7%
0.12%
+82.8%
Q3 2015$1,133,00033,0350.06%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
EQ LLC 128,528$3,869,0002.70%
HawsGoodwin Investment Management LLC 264,487$7,961,0002.32%
Outlook Wealth Advisors, LLC 257,304$7,745,0002.28%
Bernardo Wealth Planning LLC 151,537$4,561,0002.23%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$9,030,0002.05%
Dentgroup LLC 72,114$2,171,0002.05%
AVAII WEALTH MANAGEMENT, LLC 67,427$2,030,0002.04%
Ironwood Financial, llc 239,834$7,219,0001.98%
Pettinga Financial Advisors LLC 259,217$7,803,0001.90%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 189,938$5,717,0001.86%
View complete list of ISHARES TR shareholders