Endurance Wealth Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 114 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.80 and the average weighting 0.2%.

Quarter-by-quarter ownership
Endurance Wealth Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$25
-7.4%
1,120
-3.4%
0.00%
-25.0%
Q1 2023$27
+3.8%
1,1600.0%0.00%0.0%
Q4 2022$26
-99.9%
1,160
-27.5%
0.00%
-20.0%
Q3 2022$33,000
-17.5%
1,6000.0%0.01%
-16.7%
Q2 2022$40,000
-16.7%
1,6000.0%0.01%0.0%
Q1 2022$48,000
-9.4%
1,6000.0%0.01%0.0%
Q4 2021$53,000
+1.9%
1,6000.0%0.01%0.0%
Q3 2021$52,000
-21.2%
1,600
-20.0%
0.01%
-14.3%
Q2 2021$66,000
+1.5%
2,0000.0%0.01%
-12.5%
Q1 2021$65,000
+8.3%
2,0000.0%0.01%0.0%
Q4 2020$60,000
-7.7%
2,000
-16.9%
0.01%
-20.0%
Q3 2020$65,000
-4.4%
2,407
-2.7%
0.01%
-9.1%
Q2 2020$68,000
+6.2%
2,475
-3.9%
0.01%
-8.3%
Q1 2020$64,000
-7.2%
2,575
+11.2%
0.01%
+9.1%
Q4 2019$69,000
+1.5%
2,3150.0%0.01%0.0%
Q3 2019$68,000
+25.9%
2,315
+25.8%
0.01%
+37.5%
Q2 2019$54,000
-1.8%
1,8400.0%0.01%
-11.1%
Q1 2019$55,000
+14.6%
1,8400.0%0.01%0.0%
Q4 2018$48,000
-12.7%
1,8400.0%0.01%0.0%
Q3 2018$55,000
-5.2%
1,840
-12.0%
0.01%
-10.0%
Q2 2018$58,000
-4.9%
2,090
-6.7%
0.01%0.0%
Q1 2018$61,000
-7.6%
2,2400.0%0.01%
-9.1%
Q4 2017$66,000
-9.6%
2,240
-7.2%
0.01%
-8.3%
Q3 2017$73,000
-13.1%
2,415
-7.6%
0.01%
-14.3%
Q2 2017$84,000
-9.7%
2,615
-8.6%
0.01%
-12.5%
Q1 2017$93,000
-7.0%
2,862
-1.7%
0.02%
-11.1%
Q4 2016$100,000
+13.6%
2,912
+5.4%
0.02%
+12.5%
Q3 2016$88,000
-15.4%
2,762
-11.2%
0.02%
-20.0%
Q2 2016$104,000
+8.3%
3,1120.0%0.02%
+53.8%
Q1 2016$96,000
+3.2%
3,112
-3.9%
0.01%
-27.8%
Q4 2015$93,000
+1.1%
3,2370.0%0.02%
+12.5%
Q3 2015$92,000
-7.1%
3,237
-4.4%
0.02%
-5.9%
Q2 2015$99,0003,3870.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Phoenix Holdings Ltd. 3,954,045$99,365,0002.03%
HERBST GROUP, LLC 39,533$1,005,0000.79%
First Citizens Financial Corp 34,905$877,0000.77%
Antonetti Capital Management LLC 19,956$501,0000.53%
Orion Portfolio Solutions, LLC 399,977$10,051,0000.40%
Lumature Wealth Partners, LLC 28,375$713,0000.32%
Sierra Capital LLC 50,121$1,260,0000.23%
Kinloch Capital, LLC 13,967$351,0000.23%
Signature Wealth Management Partners, LLC 8,495$213,0000.22%
NBT BANK N A /NY 48,434$1,217,0000.19%
View complete list of ISHARES TR shareholders