ARGI Investment Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 165 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 4.48 and the average weighting 0.1%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,269,000
+444.6%
32,293
+298.1%
0.04%
+300.0%
Q4 2019$233,000
-8.6%
8,112
+1.0%
0.01%
-15.4%
Q3 2019$255,000
-6.6%
8,034
+1.4%
0.01%
-13.3%
Q2 2019$273,000
-3.5%
7,921
+0.9%
0.02%
-6.2%
Q1 2019$283,000
+17.4%
7,848
+1.4%
0.02%
+6.7%
Q4 2018$241,000
-24.5%
7,743
+1.8%
0.02%
-21.1%
Q3 2018$319,000
+0.9%
7,605
+0.8%
0.02%
-5.0%
Q2 2018$316,000
+14.5%
7,546
+1.2%
0.02%
+11.1%
Q1 2018$276,000
-5.5%
7,455
+1.3%
0.02%
-5.3%
Q4 2017$292,000
+7.4%
7,357
+1.4%
0.02%0.0%
Q3 2017$272,000
+3.0%
7,259
-2.4%
0.02%
-5.0%
Q2 2017$264,000
-6.7%
7,437
+1.4%
0.02%
-9.1%
Q1 2017$283,000
-6.0%
7,332
+1.3%
0.02%
-15.4%
Q4 2016$301,000
+8.3%
7,238
+1.4%
0.03%
+4.0%
Q3 2016$278,000
-18.2%
7,139
-20.1%
0.02%
-26.5%
Q2 2016$340,000
+10.7%
8,939
+1.3%
0.03%
+6.2%
Q1 2016$307,000
+4.4%
8,828
+1.6%
0.03%0.0%
Q4 2015$294,000
+21.5%
8,687
+23.4%
0.03%
+18.5%
Q3 2015$242,000
-5.8%
7,039
+16.2%
0.03%
-3.6%
Q2 2015$257,000
-1.2%
6,056
+1.4%
0.03%
-3.4%
Q1 2015$260,000
-1.5%
5,971
+1.5%
0.03%
-9.4%
Q4 2014$264,000
-23.5%
5,882
-12.0%
0.03%
-30.4%
Q3 2014$345,000
-7.8%
6,687
+1.4%
0.05%
-11.5%
Q2 2014$374,000
+12.3%
6,597
+1.1%
0.05%
-1.9%
Q1 2014$333,000
+2.1%
6,526
+1.2%
0.05%
-5.4%
Q4 2013$326,000
+8.7%
6,450
+1.2%
0.06%0.0%
Q3 2013$300,000
+14.5%
6,373
+8.2%
0.06%
+3.7%
Q2 2013$262,0005,8920.05%
Other shareholders
ISHARES TR shareholders Q1 2016
NameSharesValueWeighting ↓
AMG National Trust Bank 663,754$24,845,0001.72%
Summit X, LLC 65,331$2,444,0001.62%
INVESTMENT PARTNERS, LTD. 25,850$968,0000.83%
Brookstone Capital Management 184,159$6,893,0000.62%
Archford Capital Strategies, LLC 40,133$1,502,0000.56%
TWO SIGMA SECURITIES, LLC 152,914$5,724,0000.52%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,873$3,514,0000.42%
Conservest Capital Advisors, Inc. 54,154$2,027,0000.32%
United Asset Strategies, Inc. 12,950$485,0000.28%
Stonebridge Capital Advisors LLC 26,709$1,000,0000.25%
View complete list of ISHARES TR shareholders