Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 367 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.95 and the average weighting 0.7%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$4,000
-99.6%
29
-99.6%
0.00%
-99.5%
Q2 2020$920,000
+15233.3%
6,880
+14856.5%
0.20%
+20100.0%
Q2 2019$6,000
-40.0%
46
-41.8%
0.00%
-66.7%
Q4 2018$10,000
-44.4%
79
-45.9%
0.00%
-25.0%
Q3 2018$18,000
-99.0%
146
-99.0%
0.00%
-99.0%
Q2 2018$1,807,000
-20.5%
15,052
-20.1%
0.40%
+19.0%
Q1 2018$2,274,000
-4.3%
18,847
-3.0%
0.34%
+7.0%
Q4 2017$2,375,000
-20.3%
19,435
-19.4%
0.31%
-14.7%
Q3 2017$2,979,000
-11.4%
24,115
-11.4%
0.37%
-19.3%
Q2 2017$3,364,000
-4.6%
27,218
-5.0%
0.46%
+8.1%
Q1 2017$3,525,000
-6.5%
28,641
-7.0%
0.42%
-6.0%
Q4 2016$3,772,000
-9.0%
30,787
-6.0%
0.45%
-0.2%
Q3 2016$4,147,000
+2.5%
32,768
+3.1%
0.45%
+10.3%
Q2 2016$4,046,000
-6.5%
31,769
-7.5%
0.41%
+11.5%
Q1 2016$4,325,000
+39.6%
34,336
+35.9%
0.37%
+61.2%
Q4 2015$3,098,000
-6.8%
25,263
-5.2%
0.23%
-15.0%
Q3 2015$3,323,000
+9.4%
26,655
+7.9%
0.27%
+22.5%
Q2 2015$3,038,00024,7050.22%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Lyons Wealth Management, LLC. 53,603$6,605,00018.56%
Keel Point, LLC 1,095,643$134,983,00015.59%
ALTFEST L J & CO INC 450,137$55,457,00013.50%
One Day In July LLC 109,960$13,547,0009.65%
Mount Lucas Management LP 436,335$53,756,0008.90%
Deane Retirement Strategies, Inc. 153,622$18,928,0008.25%
LFA - Lugano Financial Advisors SA 109,708$13,516,0008.10%
PROFFITT & GOODSON INC 259,807$32,008,0008.08%
GM Advisory Group, LLC 152,001$18,727,0006.16%
Bangor Savings Bank 254,843$31,396,0005.90%
View complete list of ISHARES TR shareholders