Institute for Wealth Management, LLC. - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 26 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Institute for Wealth Management, LLC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$580,000
+19.6%
22,114
+2.4%
0.14%
-5.3%
Q1 2020$485,000
-15.4%
21,597
+2.1%
0.15%
+16.3%
Q4 2019$573,000
+9.1%
21,145
+7.8%
0.13%
-2.3%
Q3 2019$525,000
+6.5%
19,615
+5.8%
0.13%
+21.1%
Q2 2019$493,000
+6.7%
18,541
+5.7%
0.11%
+9.0%
Q1 2019$462,000
+12.1%
17,534
+4.0%
0.10%
-40.8%
Q4 2018$412,000
-4.8%
16,866
+3.2%
0.17%
+15.8%
Q3 2018$433,000
+0.9%
16,336
+1.0%
0.15%
+6.6%
Q2 2018$429,000
-1.8%
16,179
-1.5%
0.14%
+6.2%
Q1 2018$437,000
+45.7%
16,432
+48.2%
0.13%
+87.0%
Q4 2017$300,00011,0860.07%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders