Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 90 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.1%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%10.0%0.00%
Q2 2023$10.0%10.0%0.00%
Q4 2022$1
-99.9%
10.0%0.00%
Q3 2022$1,0000.0%10.0%0.00%
Q2 2022$1,0000.0%10.0%0.00%
Q2 2020$1,0000.0%1
-75.0%
0.00%
Q2 2019$1,0000.0%40.0%0.00%
Q4 2018$1,0000.0%4
-20.0%
0.00%
Q3 2018$1,0000.0%50.0%0.00%
Q2 2018$1,0000.0%5
-16.7%
0.00%
Q1 2018$1,000
-50.0%
6
-25.0%
0.00%
Q4 2017$2,0000.0%80.0%0.00%
Q3 2017$2,000
-99.4%
8
-99.6%
0.00%
-100.0%
Q2 2017$340,000
+10.4%
2,187
+7.4%
0.05%
+24.3%
Q1 2017$308,000
+6.2%
2,036
-0.7%
0.04%
+5.7%
Q4 2016$290,000
+28900.0%
2,051
+205000.0%
0.04%
Q2 2015$1,0000.0%10.0%0.00%
Q1 2015$1,0000.0%10.0%0.00%
Q4 2014$1,0000.0%10.0%0.00%
Q3 2014$1,0000.0%10.0%0.00%
Q2 2014$1,0000.0%10.0%0.00%
Q1 2014$1,00010.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
CHEMUNG CANAL TRUST CO 18,392$3,118,0000.78%
Financial Management Professionals, Inc. 15,147$2,568,0000.59%
CAHILL FINANCIAL ADVISORS INC 7,057$1,197,0000.25%
Family Firm, Inc. 3,858$654,0000.21%
AFT, FORSYTH & COMPANY, INC. 1,344$228,0000.20%
Asset Management Group, Inc. 4,040$685,0000.17%
MBL Wealth, LLC 3,082$5230.11%
Institute for Wealth Management, LLC. 2,871$487,0000.11%
Raab & Moskowitz Asset Management LLC 1,537$260,0000.11%
PATTEN & PATTEN INC/TN 5,978$1,014,0000.10%
View complete list of ISHARES TR shareholders