Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ENZL and the CUSIP is 464289123. A total of 52 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%50.0%0.00%
Q2 2023$10.0%50.0%0.00%
Q1 2023$10.0%50.0%0.00%
Q4 2022$1
-99.9%
50.0%0.00%
Q3 2022$1,0000.0%50.0%0.00%
Q2 2022$1,0000.0%50.0%0.00%
-100.0%
Q1 2022$1,0000.0%50.0%0.04%
+33.3%
Q4 2021$1,0000.0%50.0%0.03%
-3.6%
Q3 2021$1,0000.0%50.0%0.03%
+16.7%
Q2 2021$1,0000.0%50.0%0.02%0.0%
Q1 2021$1,0000.0%50.0%0.02%
+14.3%
Q4 2020$1,0000.0%50.0%0.02%
+16.7%
Q3 2020$1,0000.0%5
-28.6%
0.02%
Q2 2020$1,0000.0%7
+40.0%
0.00%
-100.0%
Q1 2020$1,0000.0%50.0%0.02%
+28.6%
Q4 2019$1,0000.0%50.0%0.01%
+7.7%
Q3 2019$1,0000.0%5
-50.0%
0.01%
Q2 2019$1,0000.0%10
+100.0%
0.00%
-100.0%
Q1 2019$1,0000.0%5
-64.3%
0.01%
Q4 2018$1,000
-50.0%
14
-48.1%
0.00%
Q3 2018$2,0000.0%27
-6.9%
0.00%
Q2 2018$2,0000.0%290.0%0.00%
Q1 2018$2,0000.0%29
-23.7%
0.00%
Q4 2017$2,000
-99.5%
38
-99.5%
0.00%
-100.0%
Q3 2017$391,000
-16.3%
8,280
-17.9%
0.05%
-23.8%
Q2 2017$467,0000.0%10,087
-8.6%
0.06%
+12.5%
Q1 2017$467,000
+6.9%
11,042
+0.5%
0.06%
+7.7%
Q4 2016$437,000
-24.4%
10,987
-10.8%
0.05%
-17.5%
Q3 2016$578,00012,3180.06%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
INNEALTA CAPITAL, LLC 56,842$3,510,0001.97%
Marotta Asset Management 123,395$7,619,641,0001.84%
WEATHERLY ASSET MANAGEMENT L. P. 40,460$2,498,0000.30%
Marks Group Wealth Management, Inc 35,649$2,208,0000.30%
Jasper Ridge Partners, L.P. 58,371$3,604,0000.16%
Eagle Bay Advisors LLC 4,400$272,0000.15%
Solstein Capital, LLC 2,974$184,0000.11%
PRIVATE TRUST CO NA 10,567$653,0000.10%
Avondale Wealth Management 1,500$93,0000.09%
AMG National Trust Bank 28,617$1,767,0000.06%
View complete list of ISHARES TR shareholders