Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is ENZL and the CUSIP is 464289123. A total of 51 filers reported holding ISHARES TR in Q3 2020. 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%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 Q3 2020
NameSharesValueWeighting ↓
INNEALTA CAPITAL, LLC 53,902$2,796,0002.46%
Beacon Harbor Wealth Advisors, Inc. 49,820$2,636,0001.69%
Sensato Investors LLC 64,733$3,358,0001.28%
Capital Planning Advisors, LLC 79,956$4,147,0001.21%
AFFINITY WEALTH MANAGEMENT LLC 30,516$1,583,0000.64%
WEATHERLY ASSET MANAGEMENT L. P. 41,443$2,150,0000.46%
Avondale Wealth Management 4,500$233,0000.38%
NewSquare Capital LLC 29,265$1,518,0000.28%
Water Oak Advisors LLC 1,665$86,0000.22%
MGO ONE SEVEN LLC 11,056$573,0000.16%
View complete list of ISHARES TR shareholders