STEEL GROVE CAPITAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 121 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.78 and the average weighting 0.1%.

Quarter-by-quarter ownership
STEEL GROVE CAPITAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$546,000
-19.7%
18,558
-11.7%
0.08%
-31.7%
Q1 2017$680,000
+12.2%
21,021
+19.7%
0.12%
-0.8%
Q4 2016$606,000
+163.5%
17,563
+146.2%
0.12%
+132.7%
Q3 2016$230,000
-90.9%
7,135
-91.9%
0.05%
-91.7%
Q4 2015$2,527,00087,7670.62%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders