Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 162 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is - 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 2014
NameSharesValueWeighting ↓
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,665$13,116,0005.81%
Sowa Financial Group, Inc. 33,003$9,913,0005.80%
First Citizens Financial Corp 18,297$5,496,0004.02%
Audent Global Asset Management, LLC 30,566$9,181,0003.84%
Oakworth Capital, Inc. 77,213$23,192,0001.97%
ETFIDEA, LLC 16,208$4,868,4821.96%
HC Advisors, LLC 10,510$3,157,0001.94%
Dentgroup LLC 5,420$1,628,0001.54%
Mine & Arao Wealth Creation & Management, LLC. 8,738$2,625,0001.45%
My Personal CFO, LLC 4,950$1,487,0001.30%
View complete list of ISHARES TR shareholders