Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 105 filers reported holding ISHARES TR in Q2 2013. The put-call ratio across all filers is 1.32 and the average weighting 0.4%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$6,000
-99.7%
200
-99.6%
0.00%
-99.9%
Q1 2014$2,305,000
+22.0%
45,209
+20.8%
1.97%
+45.0%
Q4 2013$1,889,000
-60.8%
37,422
-63.4%
1.36%
-59.0%
Q3 2013$4,821,000
+71.0%
102,355
+61.7%
3.32%
+46.5%
Q2 2013$2,819,00063,2972.26%
Other shareholders
ISHARES TR shareholders Q2 2013
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