First Allied Advisory Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IHE and the CUSIP is 464288836. A total of 102 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.45 and the average weighting 0.2%.

Quarter-by-quarter ownership
First Allied Advisory Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$206,000
-1.9%
1,262
-7.3%
0.01%
-12.5%
Q2 2020$210,000
+3.4%
1,362
-9.6%
0.01%
-11.1%
Q1 2020$203,000
-37.7%
1,507
-26.0%
0.01%
-18.2%
Q4 2019$326,000
-20.3%
2,037
-30.1%
0.01%
-26.7%
Q3 2019$409,000
-7.3%
2,916
-0.2%
0.02%0.0%
Q2 2019$441,000
+5.3%
2,921
+7.2%
0.02%
+7.1%
Q1 2019$419,000
+8.3%
2,726
-0.2%
0.01%
-6.7%
Q4 2018$387,000
-19.0%
2,732
-3.6%
0.02%
-6.2%
Q3 2018$478,000
+47.1%
2,834
+33.3%
0.02%
+33.3%
Q2 2018$325,000
+1.9%
2,126
-1.0%
0.01%0.0%
Q1 2018$319,000
-9.1%
2,147
-5.1%
0.01%
-14.3%
Q4 2017$351,000
-1.1%
2,263
+0.8%
0.01%
-6.7%
Q3 2017$355,000
+1.1%
2,2440.0%0.02%
-6.2%
Q2 2017$351,000
+50.0%
2,244
+44.6%
0.02%
+33.3%
Q1 2017$234,000
-24.0%
1,552
-28.7%
0.01%
-25.0%
Q4 2016$308,000
-7.5%
2,178
-2.2%
0.02%
-11.1%
Q3 2016$333,000
+8.5%
2,227
+3.8%
0.02%
+5.9%
Q2 2016$307,000
+3.7%
2,1450.0%0.02%
+6.2%
Q1 2016$296,000
-17.5%
2,145
-2.9%
0.02%
-15.8%
Q4 2015$359,000
+6.5%
2,209
-2.8%
0.02%0.0%
Q3 2015$337,000
-24.6%
2,273
-11.4%
0.02%
-5.0%
Q2 2015$447,000
+57.4%
2,566
+58.0%
0.02%
+5.3%
Q1 2015$284,0001,6240.02%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
SOUTHERN CAPITAL ADVISORS, LLC 5,335$1,036,0000.71%
MURPHY CAPITAL MANAGEMENT INC 17,625$3,423,0000.40%
RWA WEALTH PARTNERS, LLC 28,466$5,530,0000.36%
CAHILL FINANCIAL ADVISORS INC 7,106$1,380,0000.26%
Family Firm, Inc. 4,008$779,0000.20%
AFT, FORSYTH & COMPANY, INC. 1,341$261,0000.17%
Asset Management Group, Inc. 4,024$782,0000.16%
Concorde Asset Management, LLC 1,060$206,0000.14%
Raab & Moskowitz Asset Management LLC 1,572$305,0000.10%
PATTEN & PATTEN INC/TN 6,003$1,166,0000.08%
View complete list of ISHARES TR shareholders