VICUS CAPITAL - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 127 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 2.21 and the average weighting 0.2%.

Quarter-by-quarter ownership
VICUS CAPITAL ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$1,194,000
-22.5%
6,417
-21.6%
0.17%
-23.1%
Q2 2019$1,540,000
-1.7%
8,185
-2.1%
0.22%
-12.9%
Q1 2019$1,566,000
+9.6%
8,361
-3.5%
0.25%
-2.4%
Q4 2018$1,429,000
-14.0%
8,660
+6.6%
0.25%
-4.9%
Q3 2018$1,662,000
+18.0%
8,125
+7.4%
0.27%
+15.1%
Q2 2018$1,409,000
+6.7%
7,566
+7.1%
0.23%
+1.8%
Q1 2018$1,321,000
+10.0%
7,065
+12.7%
0.23%
+9.1%
Q4 2017$1,201,000
+7.2%
6,270
-0.1%
0.21%
-3.2%
Q3 2017$1,120,000
+4.9%
6,278
+1.1%
0.22%
-0.9%
Q2 2017$1,068,000
+0.6%
6,208
-4.2%
0.22%
-4.8%
Q1 2017$1,062,000
+13.0%
6,478
+12.2%
0.23%
+9.6%
Q4 2016$940,000
+21.6%
5,773
+8.5%
0.21%
+18.8%
Q3 2016$773,000
+12.0%
5,321
+3.4%
0.18%
+5.4%
Q2 2016$690,000
-11.3%
5,146
-5.8%
0.17%
-4.6%
Q1 2016$778,000
+16.8%
5,465
+10.5%
0.18%
+3.6%
Q4 2015$666,000
-3.9%
4,945
-0.1%
0.17%
-8.2%
Q3 2015$693,000
+26.2%
4,952
+30.9%
0.18%
+28.7%
Q2 2015$549,000
+35.6%
3,784
+46.5%
0.14%
+83.3%
Q1 2015$405,000
+4.7%
2,583
+9.5%
0.08%
-30.4%
Q4 2014$387,0002,3580.11%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders