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

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 124 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

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 Q2 2019
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders