MARINO, STRAM & ASSOCIATES LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 148 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 0.42 and the average weighting 0.2%.

Quarter-by-quarter ownership
MARINO, STRAM & ASSOCIATES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$22,000
+10.0%
179
+0.6%
0.02%
-5.9%
Q4 2018$20,000
-13.0%
178
+1.1%
0.02%
-5.6%
Q3 2018$23,0000.0%1760.0%0.02%
-10.0%
Q2 2018$23,0000.0%1760.0%0.02%
-4.8%
Q1 2018$23,0001760.02%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Kozak & Associates, Inc. 86,263$14,966,0009.58%
Annex Advisory Services, LLC 596,381$115,149,0007.89%
Wealthgate Family Office, LLC 21,923$4,233,0006.59%
SFI Advisors, LLC 30,005$6,134,0005.42%
Signify Wealth 38,053$7,347,0004.56%
Lee Financial Group Hawaii, Inc. 25,373$4,899,0003.56%
Empowered Funds, LLC 135,725$26,206,0002.96%
Diversified, LLC 27,822$5,372,0002.27%
SPC Financial, Inc. 104,197$20,118,0002.24%
WestEnd Advisors, LLC 400,417$77,312,514,0002.10%
View complete list of ISHARES TR shareholders