Evensky & Katz LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Evensky & Katz LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$30,000
+15.4%
284
+63.2%
0.00%0.0%
Q3 2019$26,000
+4.0%
1740.0%0.00%
+33.3%
Q2 2019$25,000
-94.8%
174
-96.5%
0.00%
-90.9%
Q1 2019$484,000
+2204.8%
4,940
+2772.1%
0.03%
+1000.0%
Q4 2018$21,000
-12.5%
172
+1.2%
0.00%
-25.0%
Q3 2018$24,000
+4.3%
1700.0%0.00%0.0%
Q2 2018$23,000
+4.5%
1700.0%0.00%0.0%
Q1 2018$22,0000.0%170
+0.6%
0.00%0.0%
Q4 2017$22,000
+4.8%
169
+1.2%
0.00%0.0%
Q3 2017$21,000
+5.0%
1670.0%0.00%0.0%
Q2 2017$20,000
+5.3%
167
+0.6%
0.00%
+33.3%
Q1 2017$19,000
+5.6%
1660.0%0.00%0.0%
Q4 2016$18,000
+5.9%
166
+0.6%
0.00%0.0%
Q3 2016$17,0000.0%1650.0%0.00%
-25.0%
Q2 2016$17,000
+6.2%
1650.0%0.00%0.0%
Q1 2016$16,0000.0%1650.0%0.00%0.0%
Q4 2015$16,000
+6.7%
1650.0%0.00%0.0%
Q3 2015$15,000
-11.8%
1650.0%0.00%0.0%
Q2 2015$17,0000.0%1650.0%0.00%
-20.0%
Q1 2015$17,0000.0%1650.0%0.01%0.0%
Q4 2014$17,000
+6.2%
1650.0%0.01%0.0%
Q3 2014$16,0000.0%1650.0%0.01%
-16.7%
Q2 2014$16,000
+6.7%
1650.0%0.01%0.0%
Q1 2014$15,0000.0%1650.0%0.01%0.0%
Q4 2013$15,000
+7.1%
1650.0%0.01%0.0%
Q3 2013$14,000
+7.7%
1650.0%0.01%0.0%
Q2 2013$13,0001650.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,809$6,036,0003.35%
Savant Capital, LLC 112,248$17,919,0002.20%
TrinityPoint Wealth, LLC 16,006$2,555,0000.86%
TimeScale Financial, Inc. 16,429$2,622,0000.78%
Mine & Arao Wealth Creation & Management, LLC. 5,200$830,0000.78%
Mathes Company, Inc. 9,975$1,592,0000.74%
First Heartland Consultants, Inc. 21,220$3,388,0000.67%
IBEX WEALTH ADVISORS 12,888$2,057,0000.63%
Ballew Advisors, Inc 4,540$735,0000.63%
GenWealth Group, Inc. 9,736$1,554,0000.60%
View complete list of ISHARES TR shareholders