B. Riley Wealth Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$294,138
-12.5%
1,253
-6.9%
0.01%0.0%
Q2 2023$336,270
+14.9%
1,346
+4.7%
0.01%0.0%
Q1 2023$292,785
+6.7%
1,2850.0%0.01%0.0%
Q4 2022$274,422
+4.7%
1,285
-3.5%
0.01%0.0%
Q3 2022$262,000
-14.9%
1,332
-7.9%
0.01%
-38.5%
Q2 2022$308,000
-23.8%
1,447
-3.1%
0.01%0.0%
Q1 2022$404,000
+3.3%
1,494
+5.8%
0.01%
+18.2%
Q4 2021$391,000
+10.8%
1,412
-2.6%
0.01%0.0%
Q3 2021$353,000
-11.1%
1,450
-4.9%
0.01%
-15.4%
Q2 2021$397,000
-24.4%
1,525
-25.1%
0.01%
-31.6%
Q1 2021$525,000
+161.2%
2,035
+123.9%
0.02%
+72.7%
Q4 2020$201,000
-1.0%
909
-10.4%
0.01%0.0%
Q3 2020$203,000
-43.3%
1,014
-60.8%
0.01%
-64.5%
Q1 2020$358,000
-14.4%
2,586
+21.1%
0.03%
-13.9%
Q4 2019$418,000
+5.0%
2,136
+0.0%
0.04%
-7.7%
Q3 2019$398,000
-18.8%
2,135
-17.9%
0.04%
-27.8%
Q2 2019$490,000
+4800.0%
2,602
+3903.1%
0.05%
Q4 2014$10,000
-99.6%
65
+242.1%
0.00%
-100.0%
Q2 2014$2,793,000190.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders