BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 127 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,490
+7.1%
1320.0%0.00%0.0%
Q2 2023$5,124
-0.9%
1320.0%0.00%
-50.0%
Q1 2023$5,170
-3.7%
1320.0%0.00%0.0%
Q4 2022$5,367
+7.3%
1320.0%0.00%0.0%
Q3 2022$5,000
-37.5%
132
-43.1%
0.00%
-33.3%
Q2 2022$8,000
-11.1%
2320.0%0.00%0.0%
Q1 2022$9,000
+125.0%
232
+75.8%
0.00%
+200.0%
Q4 2021$4,0000.0%1320.0%0.00%0.0%
Q3 2021$4,0000.0%1320.0%0.00%0.0%
Q2 2021$4,0000.0%1320.0%0.00%0.0%
Q1 2021$4,0001320.0%0.00%
Q4 2020$0
-100.0%
1320.0%0.00%
-100.0%
Q3 2020$3,0001320.0%0.00%
Q2 2020$0
-100.0%
1320.0%0.00%
-100.0%
Q1 2020$2,000
-50.0%
1320.0%0.00%
-50.0%
Q4 2019$4,0000.0%1320.0%0.00%0.0%
Q3 2019$4,0000.0%1320.0%0.00%0.0%
Q2 2019$4,0000.0%1320.0%0.00%0.0%
Q1 2019$4,0000.0%1320.0%0.00%0.0%
Q4 2018$4,000
-20.0%
1320.0%0.00%0.0%
Q3 2018$5,0000.0%1320.0%0.00%0.0%
Q2 2018$5,000
+25.0%
1320.0%0.00%0.0%
Q1 2018$4,0000.0%1320.0%0.00%0.0%
Q4 2017$4,0000.0%1320.0%0.00%0.0%
Q3 2017$4,0000.0%1320.0%0.00%0.0%
Q2 2017$4,000
-20.0%
1320.0%0.00%
-33.3%
Q1 2017$5,0000.0%1320.0%0.00%0.0%
Q4 2016$5,0000.0%1320.0%0.00%0.0%
Q3 2016$5,000
-85.7%
132
-87.2%
0.00%
-87.0%
Q2 2016$35,000
+12.9%
1,0320.0%0.02%
+9.5%
Q1 2016$31,000
-16.2%
1,032
-22.5%
0.02%
-16.0%
Q4 2015$37,000
-5.1%
1,3320.0%0.02%
-7.4%
Q3 2015$39,000
-33.9%
1,332
-18.4%
0.03%
-25.0%
Q2 2015$59,000
-13.2%
1,632
-10.9%
0.04%
-12.2%
Q1 2015$68,000
-2.9%
1,8320.0%0.04%0.0%
Q4 2014$70,000
-14.6%
1,8320.0%0.04%
-16.3%
Q3 2014$82,000
-10.9%
1,8320.0%0.05%
-12.5%
Q2 2014$92,000
+1433.3%
1,832
+1287.9%
0.06%
+1300.0%
Q1 2014$6,0000.0%1320.0%0.00%
-20.0%
Q4 2013$6,0001320.01%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 183,574$5,392,0003.50%
AVALON CAPITAL MANAGEMENT 196,562$5,773,0003.24%
Family Firm, Inc. 299,627$9,765,0002.57%
Zeit Capital LLC 63,134$1,854,0001.58%
Windward Private Wealth Management Inc. 97,800$2,872,0001.17%
INTERACTIVE FINANCIAL ADVISORS, INC. 90,730$2,665,0001.16%
SENTINEL PENSION ADVISORS INC 51,514$1,513,0000.52%
Kesler, Norman & Wride, LLC 53,147$1,561,0000.37%
TELEMUS CAPITAL, LLC 148,159$4,351,0000.37%
M Financial Asset Management, Inc. 1,931$57,0000.28%
View complete list of ISHARES TR shareholders