CHARTIST INC /CA/ - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 142 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 2.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
CHARTIST INC /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$1,062,941,000
+4.3%
5,196
-5.0%
0.47%
+1.5%
Q2 2018$1,019,126,000
-1.9%
5,472
-1.5%
0.46%
-5.1%
Q1 2018$1,038,627,000
-4.5%
5,553
-2.1%
0.49%
+1.0%
Q4 2017$1,087,176,000
+4.3%
5,673
-2.9%
0.48%
-2.0%
Q3 2017$1,042,542,000
+3.1%
5,843
-0.6%
0.49%
-0.4%
Q2 2017$1,011,618,000
+1.8%
5,879
-3.0%
0.49%
+1.6%
Q1 2017$993,633,000
-1.2%
6,059
-1.8%
0.48%
-5.5%
Q4 2016$1,005,217,000
+10.4%
6,173
-1.6%
0.51%
+7.3%
Q3 2016$910,932,000
+7.0%
6,272
-1.2%
0.48%
+5.1%
Q2 2016$851,642,000
-2.4%
6,349
-2.0%
0.46%
+5.3%
Q4 2015$873,003,000
+13349.4%
6,479
-85.4%
0.43%
-86.2%
Q2 2015$6,491,000
-7.6%
44,434
-1.8%
3.13%
-6.0%
Q1 2015$7,028,000
-5.6%
45,259
-0.6%
3.33%
-4.2%
Q4 2014$7,447,000
+8.6%
45,550
-2.1%
3.48%
-3.1%
Q3 2014$6,858,000
+0.0%
46,529
-0.1%
3.59%
+7.1%
Q2 2014$6,856,000
+9.6%
46,561
-0.5%
3.35%
+0.4%
Q1 2014$6,255,000
+1.3%
46,802
-0.6%
3.34%
+4.2%
Q4 2013$6,176,000
+8.0%
47,089
-1.8%
3.20%
-2.4%
Q3 2013$5,717,000
+3.8%
47,970
-2.9%
3.28%
+3.0%
Q2 2013$5,509,00049,4043.19%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders