Sigma Planning Corp - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 169 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.21 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$369,731
-6.6%
7,795
-15.6%
0.01%0.0%
Q2 2023$395,767
-13.0%
9,238
-11.1%
0.01%
-6.7%
Q1 2023$454,896
-24.2%
10,397
-19.4%
0.02%
-28.6%
Q4 2022$599,947
-17.0%
12,904
-29.8%
0.02%
-25.0%
Q3 2022$723,000
-9.4%
18,380
-12.3%
0.03%0.0%
Q2 2022$798,000
-64.8%
20,946
-62.1%
0.03%
-58.8%
Q1 2022$2,264,000
+22.6%
55,316
-9.8%
0.07%
+33.3%
Q4 2021$1,846,000
+25.5%
61,326
+17.8%
0.05%
+15.9%
Q3 2021$1,471,000
+13.2%
52,056
+16.5%
0.04%
+12.8%
Q2 2021$1,300,000
+516.1%
44,673
+454.3%
0.04%
+457.1%
Q1 2021$211,000
-36.3%
8,059
-62.7%
0.01%
-65.0%
Q1 2020$331,000
+3.1%
21,618
+179.8%
0.02%
-42.9%
Q4 2016$321,000
-73.4%
7,727
-75.4%
0.04%
-77.7%
Q2 2016$1,206,00031,4430.16%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
AMG National Trust Bank 568,441$29,297,0003.04%
Madden Advisory Services, Inc. 101,962$5,255,0002.73%
STRINGER ASSET MANAGEMENT, LLC 15,957$822,0001.20%
Atria Investments, Inc 190,047$9,795,0001.00%
Stillwater Capital Advisors, LLC 42,362$2,183,0000.73%
Noven Financial Group, Inc. 19,436$1,002,0000.73%
ACG Wealth 47,473$2,447,0000.69%
Winslow, Evans & Crocker, Inc. 32,172$1,658,074,0000.48%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 457,882$23,599,0000.41%
Pinnacle Summer Investments, Inc. 68,468$3,529,0000.39%
View complete list of ISHARES TR shareholders