Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$298,289
-6.9%
1,5990.0%0.01%
-7.7%
Q2 2023$320,327
+0.5%
1,5990.0%0.01%
-7.1%
Q1 2023$318,632
-1.8%
1,5990.0%0.01%
-6.7%
Q4 2022$324,309
+12.6%
1,5990.0%0.02%0.0%
Q3 2022$288,000
-7.7%
1,5990.0%0.02%
-6.2%
Q2 2022$312,000
-2.5%
1,5990.0%0.02%0.0%
Q1 2022$320,0000.0%1,5990.0%0.02%0.0%
Q4 2021$320,000
+11.5%
1,5990.0%0.02%0.0%
Q3 2021$287,000
-2.4%
1,5990.0%0.02%
-11.1%
Q2 2021$294,000
+3.9%
1,5990.0%0.02%
-21.7%
Q1 2021$283,000
+2.2%
1,5990.0%0.02%
+9.5%
Q4 2020$277,000
+15.9%
1,5990.0%0.02%
+5.0%
Q3 2020$239,000
+9.6%
1,599
-6.4%
0.02%0.0%
Q2 2020$218,0001,7090.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders