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

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 107 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 2.93 and the average weighting 0.2%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$211,104
+4.8%
5,116
-4.1%
0.01%
+20.0%
Q1 2023$201,451
-37.8%
5,335
-49.6%
0.01%
-84.4%
Q3 2019$324,000
-32.8%
10,591
-28.5%
0.03%
-39.6%
Q2 2019$482,000
+136.3%
14,822
+145.3%
0.05%
+112.0%
Q1 2019$204,000
+22.9%
6,042
+35.3%
0.02%
+525.0%
Q4 2014$166,000
-99.9%
4,465
-50.7%
0.00%
-92.5%
Q2 2014$224,499,000
+115621.1%
9,058
+104.2%
0.05%
-10.2%
Q1 2014$194,000
+1.0%
4,4350.0%0.06%
-3.3%
Q4 2013$192,000
+1.1%
4,435
-4.3%
0.06%
-6.2%
Q3 2013$190,000
+7.3%
4,6350.0%0.06%
+8.3%
Q2 2013$177,0004,6350.06%
Other shareholders
ISHARES TR shareholders Q4 2013
NameSharesValueWeighting ↓
Verger Capital Management LLC 485,051$16,167,00010.66%
Versant Capital Management, Inc 381,772$12,724,0004.99%
New Millennium Group LLC 96,782$3,226,0003.56%
MFA WEALTH ADVISORS, LLC 240,224$8,007,0002.97%
Snider Financial Group 129,903$4,749,0002.58%
Money Design Co.,Ltd. 1,713,476$28,583,5552.41%
Parcion Private Wealth LLC 584,838$19,493,0002.18%
Ayalon Insurance Comp Ltd. 128,770$4,292,0002.02%
Cambria Investment Management, L.P. 544,271$18,141,0001.96%
Van Cleef Asset Management,Inc 297,656$9,921,0001.92%
View complete list of ISHARES TR shareholders