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

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 18 filers reported holding ISHARES TR in Q2 2016. 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
Q4 2021$2,778,000
+5.4%
20,235
-1.9%
0.08%
-4.8%
Q3 2021$2,635,000
-2.8%
20,627
-1.5%
0.08%
-4.5%
Q2 2021$2,712,000
+10.8%
20,951
+2.8%
0.09%
+1.1%
Q1 2021$2,448,000
-15.8%
20,384
-22.0%
0.09%
-43.9%
Q4 2020$2,907,000
+17.5%
26,147
-0.8%
0.16%
+17.4%
Q3 2020$2,473,000
+6.0%
26,371
-1.0%
0.13%
-15.4%
Q2 2020$2,333,000
-30.6%
26,633
-43.4%
0.16%
-45.6%
Q1 2020$3,361,000
-34.7%
47,076
-11.0%
0.29%
-34.5%
Q4 2019$5,150,000
+74.4%
52,867
+62.5%
0.44%
+50.5%
Q3 2019$2,953,000
-2.2%
32,525
-1.9%
0.29%
-12.1%
Q2 2019$3,018,000
+5.2%
33,163
+1.7%
0.33%
-7.5%
Q1 2019$2,870,000
+91.8%
32,612
+67.0%
0.36%
+68.1%
Q4 2018$1,496,000
-53.6%
19,523
-46.8%
0.21%
-44.5%
Q3 2018$3,227,000
+3.9%
36,693
-0.4%
0.38%
-6.3%
Q2 2018$3,106,000
+3.3%
36,848
+1.5%
0.41%
-2.6%
Q1 2018$3,007,000
+2.3%
36,294
+3.6%
0.42%
+6.0%
Q4 2017$2,940,000
+26.5%
35,044
+19.7%
0.40%
+2.8%
Q3 2017$2,324,000
+37.1%
29,284
+34.2%
0.39%
+25.7%
Q2 2017$1,695,000
+131.2%
21,826
+125.2%
0.31%
+110.3%
Q1 2017$733,000
+12.3%
9,692
+6.8%
0.15%
+9.8%
Q4 2016$653,000
+4.1%
9,079
+1.1%
0.13%
+8.1%
Q3 2016$627,000
+15.0%
8,981
+12.3%
0.12%
+12.8%
Q2 2016$545,000
+50.6%
7,995
+46.3%
0.11%
+29.8%
Q1 2016$362,000
+71.6%
5,465
+67.4%
0.08%
+95.3%
Q4 2015$211,0003,2650.04%
Other shareholders
ISHARES TR shareholders Q2 2016
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 107,041$12,564,4337.79%
G&S Capital LLC 8,876$1,041,8920.53%
CLIENT 1ST ADVISORY GROUP, LLC 3,971$466,1160.25%
BCGM Wealth Management, LLC 3,187$374,0700.17%
TKG Advisors, LLC 2,021$237,2240.16%
Bison Wealth, LLC 5,055$593,3220.12%
MA Private Wealth 3,218$377,7520.09%
Keystone Financial Group 4,382$514,3580.09%
Wharton Business Group, LLC 12,810$1,5040.08%
Cypress Wealth Services, LLC 1,903$223,3630.06%
View complete list of ISHARES TR shareholders