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

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 351 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 2.61 and the average weighting 0.4%.

Quarter-by-quarter ownership
B. Riley Wealth Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$243,000
+9.0%
3,838
+9.9%
0.01%
-22.2%
Q2 2022$223,000
-11.2%
3,492
+7.5%
0.01%
+12.5%
Q1 2022$251,000
-52.6%
3,248
-47.8%
0.01%
-46.7%
Q4 2021$530,000
-25.8%
6,217
-31.0%
0.02%
-34.8%
Q3 2021$714,000
+65.7%
9,008
+69.5%
0.02%
+64.3%
Q2 2021$431,000
+1.2%
5,316
-2.0%
0.01%
-6.7%
Q1 2021$426,000
+79.7%
5,425
+65.8%
0.02%
+15.4%
Q4 2020$237,000
+17.9%
3,272
+289.1%
0.01%
+18.2%
Q3 2020$201,000
-15.2%
841
-20.2%
0.01%
-31.2%
Q2 2020$237,000
+13.4%
1,054
+20.2%
0.02%
-11.1%
Q4 2019$209,000
-12.9%
877
-18.0%
0.02%
-25.0%
Q3 2019$240,000
-1.2%
1,070
-0.5%
0.02%
-11.1%
Q2 2019$243,000
-35.5%
1,075
-50.1%
0.03%
-63.5%
Q3 2016$377,000
+13.9%
2,155
+10.2%
0.07%
+12.1%
Q2 2016$331,000
+20.8%
1,956
+15.9%
0.07%
+4.8%
Q1 2016$274,000
-17.7%
1,687
-18.4%
0.06%
-6.0%
Q4 2015$333,000
-4.9%
2,067
-7.0%
0.07%
-20.2%
Q3 2015$350,000
-28.3%
2,223
-22.6%
0.08%
-30.6%
Q2 2015$488,000
-8.1%
2,872
-7.3%
0.12%
-6.2%
Q1 2015$531,0000.0%3,098
-6.8%
0.13%
+1072.7%
Q4 2014$531,000
-31.9%
3,324
-35.6%
0.01%
-90.8%
Q3 2014$780,000
-99.8%
5,158
+6.8%
0.12%
+32.2%
Q2 2014$381,822,000
+105961.7%
4,830
+104.9%
0.09%
-17.4%
Q1 2014$360,000
+2.3%
2,357
+0.6%
0.11%
-2.7%
Q4 2013$352,000
+3.5%
2,344
-4.1%
0.11%
-3.4%
Q3 2013$340,000
+6.2%
2,443
-1.7%
0.12%
+6.4%
Q2 2013$320,0002,4860.11%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
PIERSHALE FINANCIAL GROUP, INC. 99,800$23,870,00013.73%
Capital Directions Investment Advisors, LLC 101,320$24,234,0009.17%
Broadview Financial Management, LLC 34,407$8,230,0006.93%
Pensionmark Financial Group, LLC 80,684$19,298,0006.60%
Hudson Capital Management LLC 50,649$12,097,511,0005.91%
Ifrah Financial Services, Inc. 58,893$14,086,0005.06%
SMITH SHELLNUT WILSON LLC /ADV 2,965$12,396,0004.63%
Centerpoint Advisors, LLC 25,386$6,072,0004.57%
Salomon & Ludwin, LLC 86,737$20,746,0004.32%
First Citizens Financial Corp 17,475$4,180,0004.14%
View complete list of ISHARES TR shareholders