Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is EPOL and the CUSIP is 46429B606. A total of 67 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%500.0%0.00%
Q2 2023$10.0%500.0%0.00%
Q1 2023$10.0%500.0%0.00%
Q4 2022$1
-99.9%
500.0%0.00%
Q3 2022$1,0000.0%500.0%0.00%
Q2 2022$1,0000.0%500.0%0.00%
Q2 2020$1,000
-50.0%
50
-2.0%
0.00%
Q2 2019$2,0000.0%510.0%0.00%
-100.0%
Q4 2018$2,0000.0%510.0%0.00%
Q3 2018$2,0000.0%510.0%0.00%
Q2 2018$2,0000.0%51
-21.5%
0.00%
Q1 2018$2,000
-99.4%
65
-99.5%
0.00%
-100.0%
Q4 2017$363,00013,3790.05%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Lumbard & Kellner, LLC 193,760$4,623,0002.41%
CUMBERLAND ADVISORS INC 79,820$1,905,0001.28%
Glovista Investments LLC 199,496$4,774,0001.24%
OLD MISSION CAPITAL LLC 111,829$2,668,0000.46%
Intercontinental Wealth Advisors, LLC 35,318$843,0000.42%
Empirical Finance, LLC 60,558$1,445,0000.36%
XPONANCE, INC. 42,781$1,020,0000.34%
Lattice Strategies LLC 16,397$391,0000.30%
Camelot Portfolios, LLC 25,245$602,0000.27%
Ballew Advisors, Inc 11,408$245,0000.22%
View complete list of ISHARES TR shareholders