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 ↓
Sowa Financial Group, Inc. 35,618$10,1057.55%
Kalos Management, Inc. 7,342$2,082,9994.69%
First Citizens Financial Corp 17,987$5,1034.41%
Williams Financial, LLC 15,683$4,449,4243.86%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 20,558$5,832,5973.48%
Alpha Wave Global, LP 55,777$15,824,4932.89%
MRA Advisory Group 12,341$3,501,2032.75%
ETFIDEA, LLC 19,872$5,637,9662.61%
HC Advisors, LLC 12,558$3,562,8302.43%
Oakworth Capital, Inc. 81,701$23,179,1222.22%
View complete list of ISHARES TR shareholders