WestEnd Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 103 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.19 and the average weighting 0.2%.

Quarter-by-quarter ownership
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,737
-1.2%
1260.0%0.00%
Q1 2024$2,769
-3.5%
1260.0%0.00%
Q4 2023$2,868
+17.1%
126
+9.6%
0.00%
Q3 2023$2,450
-8.0%
1150.0%0.00%
Q1 2023$2,663
+3.3%
1150.0%0.00%
Q4 2022$2,579
+29.0%
115
+11.7%
0.00%
Q3 2022$2,000
-99.9%
103
-7.2%
0.00%
Q2 2022$2,789,000
+182.9%
111
+236.4%
0.00%
Q4 2019$986,000
+2.4%
330.0%0.00%
Q3 2019$963,000
-0.8%
330.0%0.00%
Q2 2019$971,000330.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,979,700$58,876,0002.69%
S. R. Schill & Associates 111,704$3,322,0002.00%
WEALTHSOURCE PARTNERS, LLC 258,988$7,702,0001.74%
Timber Hill LLC 20,000$595,0000.81%
Aveo Capital Partners, LLC 53,588$1,594,0000.74%
TOTH FINANCIAL ADVISORY CORP 75,651$2,250,0000.53%
Arcus Capital Partners, LLC 40,722$1,211,0000.47%
Capital Advisory Group Advisory Services, LLC 17,512$518,0000.37%
PagnatoKarp Partners LLC 55,338$1,646,0000.37%
Tibra Equities Europe Ltd 117,847$3,505,0000.35%
View complete list of ISHARES TR shareholders