Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 106 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%5
+25.0%
0.00%
Q2 2023$10.0%40.0%0.00%
Q1 2023$10.0%4
-20.0%
0.00%
Q4 2022$1
-99.9%
5
+25.0%
0.00%
Q3 2022$1,0000.0%4
-20.0%
0.00%
Q2 2022$1,0000.0%5
+25.0%
0.00%
-100.0%
Q1 2022$1,0000.0%40.0%0.04%
+33.3%
Q4 2021$1,0000.0%40.0%0.03%
-3.6%
Q3 2021$1,0000.0%40.0%0.03%
+16.7%
Q2 2021$1,0000.0%40.0%0.02%0.0%
Q1 2021$1,0000.0%40.0%0.02%
+14.3%
Q4 2020$1,0000.0%4
+100.0%
0.02%
+16.7%
Q3 2020$1,0000.0%2
-50.0%
0.02%
Q2 2020$1,0000.0%4
+100.0%
0.00%
-100.0%
Q1 2020$1,0000.0%20.0%0.02%
+28.6%
Q4 2019$1,0000.0%20.0%0.01%
+7.7%
Q3 2019$1,0000.0%2
-60.0%
0.01%
Q2 2019$1,0000.0%5
+150.0%
0.00%
-100.0%
Q1 2019$1,000
-50.0%
2
-80.0%
0.01%
+500.0%
Q4 2018$2,000
-33.3%
10
-44.4%
0.00%0.0%
Q3 2018$3,0000.0%180.0%0.00%0.0%
Q2 2018$3,0000.0%18
-21.7%
0.00%
Q1 2018$3,000
-25.0%
23
-20.7%
0.00%
-100.0%
Q4 2017$4,0000.0%29
-6.5%
0.00%
Q3 2017$4,000
-99.2%
31
-99.3%
0.00%
-100.0%
Q2 2017$508,000
-4.9%
4,182
-7.3%
0.07%
+7.8%
Q1 2017$534,000
+0.9%
4,509
-4.3%
0.06%
+1.6%
Q4 2016$529,000
-11.2%
4,713
-14.1%
0.06%
-3.1%
Q3 2016$596,000
-33.6%
5,487
-36.0%
0.06%
-27.8%
Q2 2016$897,000
-39.3%
8,572
-40.5%
0.09%
-28.0%
Q1 2016$1,477,000
-18.1%
14,402
-18.6%
0.12%
-5.3%
Q4 2015$1,804,000
+5.8%
17,688
+0.1%
0.13%
-3.6%
Q3 2015$1,705,000
+7.6%
17,663
+16.2%
0.14%
+20.2%
Q2 2015$1,585,000
+200.2%
15,201
+202.3%
0.11%
+208.1%
Q1 2015$528,000
+528.6%
5,028
+525.4%
0.04%
+428.6%
Q4 2014$84,0008040.01%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders