Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$27,048
-5.9%
4040.0%0.00%
Q2 2023$28,752
+1011.0%
404
+910.0%
0.00%
Q1 2023$2,588
+13.6%
400.0%0.00%
Q4 2022$2,278
+13.9%
400.0%0.00%
Q3 2022$2,0000.0%400.0%0.00%
Q2 2022$2,000
-33.3%
400.0%0.00%
Q1 2022$3,0000.0%400.0%0.00%
Q4 2021$3,0000.0%400.0%0.00%
Q3 2021$3,0000.0%400.0%0.00%
Q2 2021$3,0000.0%400.0%0.00%
Q1 2021$3,0000.0%400.0%0.00%
Q4 2020$3,0000.0%40
+300.0%
0.00%
Q3 2020$3,000
+50.0%
100.0%0.00%
Q2 2020$2,0000.0%100.0%0.00%
Q1 2020$2,0000.0%100.0%0.00%
Q4 2019$2,000
-80.0%
10
-83.3%
0.00%
-100.0%
Q1 2017$10,000
+42.9%
60
+25.0%
0.00%0.0%
Q4 2016$7,000480.00%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders