FORVIS Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$261,000
-31.1%
8,728
-24.2%
0.01%
-31.2%
Q4 2021$379,000
-12.9%
11,514
-14.0%
0.02%
-20.0%
Q3 2021$435,000
-2.2%
13,3900.0%0.02%
-4.8%
Q2 2021$445,000
-7.5%
13,390
-10.0%
0.02%
-12.5%
Q1 2021$481,000
+6.9%
14,8790.0%0.02%
+4.3%
Q4 2020$450,000
-17.6%
14,879
-25.9%
0.02%
-28.1%
Q3 2020$546,000
-7.5%
20,083
-6.2%
0.03%
-15.8%
Q2 2020$590,000
-3.4%
21,409
-12.9%
0.04%
-24.0%
Q1 2020$611,000
-32.4%
24,577
-18.8%
0.05%
-23.1%
Q4 2019$904,000
-4.0%
30,258
-6.2%
0.06%
-13.3%
Q3 2019$942,000
-8.3%
32,270
-7.4%
0.08%
-9.6%
Q2 2019$1,027,000
-6.0%
34,865
-5.2%
0.08%
-8.8%
Q1 2019$1,093,000
-1.4%
36,761
-12.6%
0.09%
-19.5%
Q4 2018$1,108,000
-56.1%
42,043
-50.4%
0.11%
-48.9%
Q3 2018$2,523,000
+15.4%
84,830
+7.0%
0.22%
+4.2%
Q2 2018$2,186,000
-5.4%
79,294
-7.2%
0.21%
-8.6%
Q1 2018$2,310,000
-0.3%
85,489
+8.5%
0.23%0.0%
Q4 2017$2,316,000
+16.0%
78,760
+20.0%
0.23%
+5.5%
Q3 2017$1,996,000
-1.4%
65,624
+4.6%
0.22%
-3.9%
Q2 2017$2,024,000
+2.5%
62,740
+2.7%
0.23%
-5.0%
Q1 2017$1,975,000
+2.2%
61,075
+9.0%
0.24%
-4.7%
Q4 2016$1,933,000
+7.1%
56,031
+0.0%
0.25%
+0.8%
Q3 2016$1,805,000
+0.2%
56,022
+3.5%
0.25%
-6.3%
Q2 2016$1,802,000
+9.9%
54,105
+1.4%
0.27%
+2.3%
Q1 2016$1,640,000
+13.7%
53,380
+6.6%
0.26%
+20.7%
Q4 2015$1,442,000
+7.1%
50,093
+0.4%
0.22%
-8.4%
Q3 2015$1,347,000
-18.5%
49,889
-11.6%
0.24%
-4.4%
Q2 2015$1,653,000
-3.8%
56,452
-0.7%
0.25%
-0.4%
Q1 2015$1,718,000
+1.2%
56,858
-1.9%
0.25%
-10.4%
Q4 2014$1,697,000
-2.5%
57,959
-0.2%
0.28%
-7.3%
Q3 2014$1,740,000
-2.6%
58,096
-1.4%
0.30%
-1.6%
Q2 2014$1,787,000
-3.8%
58,903
-5.0%
0.30%
-7.0%
Q1 2014$1,858,000
+9.2%
61,983
+8.3%
0.33%
+4.1%
Q4 2013$1,701,000
+5.9%
57,218
-1.8%
0.32%
-4.3%
Q3 2013$1,606,000
+3.5%
58,241
-2.9%
0.33%
-73.2%
Q2 2013$1,551,00059,9901.23%
Other shareholders
ISHARES TR shareholders Q3 2016
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