Maryland Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 198 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
Maryland Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2018$1,080,000
+3.4%
8,892
-0.1%
0.14%
-2.8%
Q2 2018$1,044,000
+2.9%
8,905
+3.4%
0.14%
-0.7%
Q1 2018$1,015,000
+18.7%
8,616
+20.4%
0.15%
+15.0%
Q4 2017$855,000
+97.5%
7,155
+85.4%
0.13%
+89.6%
Q3 2017$433,000
+8.8%
3,860
+4.2%
0.07%
+17.5%
Q2 2017$398,000
+7.3%
3,703
+3.9%
0.06%
+1.8%
Q1 2017$371,000
+29.7%
3,565
+26.3%
0.06%
+27.3%
Q4 2016$286,000
+20.7%
2,822
+6.0%
0.04%
+18.9%
Q1 2015$237,0002,6620.04%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders