CSat Investment Advisory, L.P. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 157 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 1.00 and the average weighting 0.1%.

Quarter-by-quarter ownership
CSat Investment Advisory, L.P. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$116,000
-0.9%
5,804
-24.2%
0.01%
-44.0%
Q1 2020$117,000
-50.2%
7,661
+4.6%
0.02%
-59.7%
Q4 2019$235,000
+8.8%
7,321
+7.6%
0.06%
-8.8%
Q3 2019$216,000
+8.5%
6,801
+17.8%
0.07%
-2.9%
Q2 2019$199,000
+29.2%
5,771
+35.4%
0.07%
-10.3%
Q1 2019$154,000
-0.6%
4,263
-14.4%
0.08%
-15.2%
Q4 2018$155,000
+154.1%
4,983
+245.3%
0.09%
+162.9%
Q3 2018$61,000
-57.6%
1,443
-57.9%
0.04%
-54.5%
Q2 2018$144,0003,4240.08%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders