Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 197 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.32 and the average weighting 0.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$84,896
-6.4%
3630.0%0.00%0.0%
Q2 2023$90,725
+9.9%
363
+0.3%
0.00%0.0%
Q1 2023$82,533
+7.0%
362
+0.3%
0.00%0.0%
Q4 2022$77,113
+8.6%
361
+0.3%
0.00%0.0%
Q3 2022$71,000
-6.6%
360
+0.3%
0.00%0.0%
Q2 2022$76,000
-21.6%
359
+0.3%
0.00%0.0%
Q1 2022$97,000
-2.0%
358
+0.3%
0.00%0.0%
Q4 2021$99,000
+13.8%
357
+0.3%
0.00%0.0%
Q3 2021$87,000
-5.4%
3560.0%0.00%
-50.0%
Q2 2021$92,0000.0%356
+0.3%
0.00%0.0%
Q1 2021$92,000
+53.3%
355
+30.0%
0.00%0.0%
Q4 2020$60,000
+566.7%
273
+480.9%
0.00%
Q3 2020$9,000
+12.5%
470.0%0.00%
Q2 2020$8,000
-93.9%
47
-95.0%
0.00%
-100.0%
Q1 2020$131,000
+1355.6%
947
+1914.9%
0.00%
Q4 2019$9,0000.0%470.0%0.00%
Q3 2019$9,0000.0%470.0%0.00%
Q2 2019$9,0000.0%470.0%0.00%
Q1 2019$9,000
+12.5%
470.0%0.00%
Q4 2018$8,000
-20.0%
470.0%0.00%
Q3 2018$10,000
+11.1%
470.0%0.00%
Q2 2018$9,0000.0%470.0%0.00%
-100.0%
Q1 2018$9,0000.0%470.0%0.00%0.0%
Q4 2017$9,000
+12.5%
470.0%0.00%0.0%
Q3 2017$8,0000.0%470.0%0.00%0.0%
Q2 2017$8,0000.0%470.0%0.00%0.0%
Q1 2017$8,0000.0%470.0%0.00%0.0%
Q4 2016$8,000470.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
FSC Wealth Advisors, LLC 20,793$5,613,0005.32%
Marks Wealth, LLC 54,915$14,824,0004.52%
WASHBURN CAPITAL MANAGEMENT, INC. 20,998$5,668,0003.72%
Cadent Capital Advisors, LLC 20,986$5,665,0002.58%
Delos Wealth Advisors, LLC 7,805$2,107,0002.08%
Thrive Capital Management, LLC 9,734$2,628,0001.59%
Kesler, Norman & Wride, LLC 26,174$7,066,0001.57%
Indie Asset Partners, LLC 7,550$2,038,0001.53%
Round Table Services, LLC 33,781$9,119,0001.52%
Richard Bernstein Advisors LLC 285,766$76,725,0001.52%
View complete list of ISHARES TR shareholders