Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYF and the CUSIP is 464287788. A total of 164 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 0.78 and the average weighting 0.3%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$290,000
+4.7%
2,102
-2.3%
0.06%
-7.1%
Q3 2019$277,000
+2.6%
2,1510.0%0.07%
+16.7%
Q2 2019$270,000
-80.4%
2,151
-86.2%
0.06%
-97.1%
Q4 2015$1,375,000
-1.1%
15,560
-5.9%
2.05%
-22.2%
Q3 2015$1,390,000
-23.3%
16,527
-18.2%
2.64%
+12.8%
Q2 2015$1,813,000
-6.3%
20,205
-7.0%
2.34%
+10.1%
Q1 2015$1,934,000
-11.1%
21,715
-9.9%
2.13%
-7.0%
Q4 2014$2,175,000
-13.8%
24,110
-19.9%
2.29%
-4.9%
Q3 2014$2,524,000
-12.8%
30,094
-13.6%
2.40%
-4.1%
Q2 2014$2,896,000
-25.5%
34,833
-26.8%
2.50%
-24.8%
Q1 2014$3,889,000
-5.8%
47,571
-7.7%
3.33%
+12.0%
Q4 2013$4,129,000
-42.1%
51,515
-47.0%
2.98%
-39.3%
Q3 2013$7,127,000
+22.5%
97,251
+19.5%
4.90%
+4.9%
Q2 2013$5,820,00081,3684.67%
Other shareholders
ISHARES TR shareholders Q2 2015
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,051$4,786,0003.62%
HC Advisors, LLC 68,774$5,574,0003.43%
Magnus Financial Group LLC 153,112$12,410,0002.70%
Stillwater Capital Advisors, LLC 166,864$13,524,0002.24%
Somerset Group LLC 34,777$2,819,0002.01%
Sowa Financial Group, Inc. 31,519$2,555,0001.89%
BEAM WEALTH ADVISORS, INC. 25,057$2,031,0001.75%
WJ Wealth Management, LLC 5,393$437,0001.35%
CIM, LLC 97,948$8,234,0001.34%
HCR Wealth Advisors 94,314$7,644,0001.33%
View complete list of ISHARES TR shareholders