BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 92 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.51 and the average weighting 0.1%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$7,013
-6.4%
300.0%0.00%0.0%
Q2 2023$7,495
+9.7%
300.0%0.00%0.0%
Q1 2023$6,835
+6.7%
300.0%0.00%0.0%
Q4 2022$6,407
+6.8%
300.0%0.00%0.0%
Q3 2022$6,000
-14.3%
30
+20.0%
0.00%0.0%
Q4 2021$7,000
-85.7%
25
-90.0%
0.00%
-90.0%
Q4 2019$49,000
+4.3%
2500.0%0.02%
-9.1%
Q3 2019$47,000
-16.1%
250
-16.7%
0.02%
-15.4%
Q2 2019$56,0000.0%3000.0%0.03%0.0%
Q1 2019$56,000
+12.0%
3000.0%0.03%0.0%
Q4 2018$50,000
-18.0%
3000.0%0.03%0.0%
Q3 2018$61,000
+8.9%
3000.0%0.03%
+4.0%
Q2 2018$56,000
-24.3%
300
-25.0%
0.02%
-21.9%
Q1 2018$74,000
-2.6%
4000.0%0.03%
-5.9%
Q4 2017$76,000
+7.0%
4000.0%0.03%0.0%
Q3 2017$71,000
+2.9%
4000.0%0.03%0.0%
Q2 2017$69,000
+4.5%
4000.0%0.03%
-5.6%
Q1 2017$66,000
-10.8%
400
-11.1%
0.04%
-20.0%
Q4 2016$74,000
+12.1%
4500.0%0.04%
+18.4%
Q3 2016$66,000
-10.8%
450
-18.2%
0.04%
-20.8%
Q2 2016$74,000
-5.1%
5500.0%0.05%
-9.4%
Q1 2016$78,000
-17.0%
550
-21.4%
0.05%
-17.2%
Q4 2015$94,000
-25.4%
700
-22.2%
0.06%
-26.4%
Q3 2015$126,000
-3.1%
9000.0%0.09%
+11.5%
Q2 2015$130,000
-12.2%
900
-5.3%
0.08%
-12.4%
Q1 2015$148,000
-4.5%
9500.0%0.09%
-1.1%
Q4 2014$155,000
-14.4%
950
-20.8%
0.09%
-17.4%
Q3 2014$181,000
+75.7%
1,200
+71.4%
0.11%
+75.8%
Q2 2014$103,0007000.06%
Other shareholders
ISHARES TR shareholders Q3 2016
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