CUMBERLAND ADVISORS INC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 133 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.29 and the average weighting 0.3%.

Quarter-by-quarter ownership
CUMBERLAND ADVISORS INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$6,197,000
+2.7%
31,690
-2.2%
2.14%
+25.3%
Q3 2019$6,033,000
+0.3%
32,410
+1.4%
1.70%
-16.0%
Q2 2019$6,013,000
-63.3%
31,950
-63.5%
2.03%
-64.3%
Q1 2019$16,383,000
+30.6%
87,490
+14.5%
5.68%
+26.3%
Q4 2018$12,546,000
+104.9%
76,410
+155.4%
4.50%
+9.7%
Q3 2018$6,122,000
+3.4%
29,920
-5.9%
4.10%
+10.8%
Q2 2018$5,922,000
+5.1%
31,785
+5.6%
3.70%
+7.3%
Q1 2018$5,637,000
-10.5%
30,105
-8.4%
3.45%
-0.9%
Q4 2017$6,297,000
+13.5%
32,860
+5.7%
3.48%
+2.4%
Q3 2017$5,547,000
+289.3%
31,090
+275.5%
3.40%
+305.5%
Q2 2017$1,425,000
-64.4%
8,280
-70.5%
0.84%
-69.5%
Q1 2016$3,999,000
+11.6%
28,079
+5.6%
2.75%
+29.7%
Q4 2015$3,584,000
-1.2%
26,599
+2.6%
2.12%
-5.9%
Q3 2015$3,626,000
-10.2%
25,914
-7.0%
2.26%
+5.7%
Q2 2015$4,038,000
-6.7%
27,850
+0.8%
2.13%
-4.9%
Q1 2015$4,329,000
+12.6%
27,640
+17.9%
2.24%
+0.4%
Q4 2014$3,846,000
+94.2%
23,440
+78.7%
2.24%
+71.3%
Q3 2014$1,980,000
-53.7%
13,120
-59.5%
1.31%
-45.2%
Q4 2013$4,272,000
+50.8%
32,390
+34.5%
2.38%
+42.0%
Q3 2013$2,833,000
-55.5%
24,080
-58.4%
1.68%
-51.7%
Q2 2013$6,365,00057,9233.47%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders