Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 107 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$26,000
+225.0%
120
+103.4%
0.01%
-25.0%
Q3 2014$8,0000.0%590.0%0.01%
+14.3%
Q2 2014$8,000
-99.6%
59
-99.7%
0.01%
-99.6%
Q1 2014$2,213,000
+14.3%
17,986
+8.2%
1.90%
+35.8%
Q4 2013$1,936,000
-60.1%
16,618
-63.4%
1.40%
-58.2%
Q3 2013$4,851,000
+144.0%
45,369
+128.7%
3.34%
+109.0%
Q2 2013$1,988,00019,8401.60%
Other shareholders
ISHARES TR shareholders Q2 2013
NameSharesValueWeighting ↓
Bellwether Advisors, LLC 94,980$25,651,2496.98%
Sowa Financial Group, Inc. 34,404$9,2926.98%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 42,634$11,514,1686.10%
First Citizens Financial Corp 21,694$5,858,8994.13%
HC Advisors, LLC 15,817$4,271,6972.54%
ETFIDEA, LLC 20,177$5,449,2792.31%
MRA Advisory Group 11,633$3,141,6722.24%
Oakworth Capital, Inc. 78,780$21,275,8101.93%
FINANCIAL LIFE ADVISORS 14,296$3,862,1311.66%
Mine & Arao Wealth Creation & Management, LLC. 9,603$2,593,3891.58%
View complete list of ISHARES TR shareholders