Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EPHE and the CUSIP is 46429B408. A total of 64 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%2
+100.0%
0.00%
Q2 2023$10.0%10.0%0.00%
Q1 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
-66.7%
0.00%
Q2 2019$1,0000.0%3
-40.0%
0.00%
Q4 2018$1,0000.0%5
-16.7%
0.00%
Q3 2018$1,0000.0%6
+50.0%
0.00%
Q2 2018$1,0000.0%4
-73.3%
0.00%
Q1 2018$1,0000.0%15
+15.4%
0.00%
Q4 2017$1,0000.0%13
-18.8%
0.00%
Q3 2017$1,0000.0%16
-5.9%
0.00%
Q2 2017$1,0000.0%17
+13.3%
0.00%
Q1 2017$1,0000.0%15
+15.4%
0.00%
Q4 2016$1,0000.0%13
+30.0%
0.00%
Q3 2016$1,0000.0%10
-44.4%
0.00%
Q2 2016$1,000
-50.0%
18
-58.1%
0.00%
Q1 2016$2,000
-99.9%
43
-99.9%
0.00%
-100.0%
Q4 2015$1,507,000
-2.1%
44,643
-0.2%
0.11%
-10.5%
Q3 2015$1,540,000
+3.0%
44,754
+15.3%
0.12%
+15.9%
Q2 2015$1,495,000
+180.5%
38,818
+203.2%
0.11%
+189.2%
Q1 2015$533,00012,8040.04%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Hoxton Financial, Inc. 151,556$5,768,0002.53%
CUMBERLAND ADVISORS INC 79,620$3,030,0002.00%
FUKOKU MUTUAL LIFE INSURANCE Co 285,000$10,847,0001.99%
Lattice Strategies LLC 38,245$1,456,0000.78%
National Mutual Insurance Federation of Agricultural Cooperatives 389,000$14,805,0000.73%
NEW YORK LIFE INVESTMENT MANAGEMENT LLC 104,232$3,967,0000.65%
Mount Lucas Management LP 85,467$3,253,0000.56%
Clark Capital Management Group, Inc. 163,212$6,212,0000.54%
CITY OF LONDON INVESTMENT MANAGEMENT CO LTD 213,384$8,128,0000.54%
Consolidated Investment Group LLC 27,055$1,030,0000.50%
View complete list of ISHARES TR shareholders