COBBLESTONE CAPITAL ADVISORS LLC /NY/ - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 148 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 2.45 and the average weighting 0.4%.

Quarter-by-quarter ownership
COBBLESTONE CAPITAL ADVISORS LLC /NY/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$285,000
-37.1%
1,710
-36.8%
0.02%
-39.0%
Q2 2020$453,000
-8.1%
2,705
-8.0%
0.04%
-22.6%
Q1 2020$493,000
+16.0%
2,940
-0.7%
0.05%
+35.9%
Q4 2019$425,000
-3.8%
2,9600.0%0.04%
-11.4%
Q3 2019$442,000
+4.2%
2,9600.0%0.04%
+15.8%
Q2 2019$424,000
-12.6%
2,960
-16.0%
0.04%
-15.6%
Q1 2019$485,000
+3.0%
3,525
-0.1%
0.04%
-6.2%
Q4 2018$471,000
-31.0%
3,530
-33.5%
0.05%
-25.0%
Q3 2018$683,000
+7.9%
5,310
+10.2%
0.06%
+1.6%
Q2 2018$633,000
-11.2%
4,820
-10.6%
0.06%
-12.5%
Q1 2018$713,000
+14.3%
5,390
+17.6%
0.07%
+16.1%
Q4 2017$624,0004,5850.06%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
GenWealth Group, Inc. 94,263$12,098,0005.57%
JUNCTURE WEALTH STRATEGIES, LLC 56,175$7,222,0003.78%
Ifrah Financial Services, Inc. 50,779$6,529,0002.31%
Compagnie Lombard Odier SCmA 348,235$44,773,0001.57%
RiverFront Investment Group, LLC 417,665$53,699,0001.27%
Financial Gravity Asset Management, Inc. 4,703$601,0000.63%
Sage Capital Advisors,llc 6,836$879,0000.55%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 32,130$4,131,0000.51%
Transamerica Financial Advisors, Inc. 14,337$1,844,0000.39%
BENJAMIN F. EDWARDS & COMPANY, INC. 32,216$4,142,0000.39%
View complete list of ISHARES TR shareholders