Baltimore-Washington Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 40 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
Baltimore-Washington Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$3,449,000
+7.2%
62,711
-3.3%
0.48%
-18.1%
Q1 2020$3,216,000
-29.5%
64,878
+1.5%
0.58%
-13.4%
Q4 2019$4,561,000
-1.3%
63,950
-0.3%
0.67%
-11.7%
Q3 2019$4,619,000
+2.4%
64,122
+0.5%
0.76%
-0.1%
Q2 2019$4,512,000
+6.6%
63,811
-4.1%
0.76%
+2.6%
Q1 2019$4,234,000
+6.7%
66,553
-3.2%
0.74%
-9.7%
Q4 2018$3,969,000
-15.9%
68,773
-3.4%
0.82%
-3.9%
Q3 2018$4,722,000
-3.0%
71,191
-10.1%
0.85%
-11.6%
Q2 2018$4,867,000
-20.5%
79,167
-16.5%
0.97%
-27.7%
Q1 2018$6,121,000
-4.2%
94,846
-1.2%
1.34%
-0.4%
Q4 2017$6,391,000
+4.7%
95,974
+0.2%
1.34%
-3.1%
Q3 2017$6,102,000
+3.2%
95,764
+1.4%
1.39%
-2.5%
Q2 2017$5,911,000
+2.5%
94,400
-0.8%
1.42%
-3.2%
Q1 2017$5,767,000
+792.7%
95,138
+773.2%
1.47%
+729.4%
Q4 2016$646,00010,8950.18%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Legend Financial Advisors, Inc. 55,343$4,738,4803.98%
MinichMacGregor Wealth Management, LLC 120,696$10,333,9923.42%
Chicago Wealth Management, Inc. 32,387$2,772,9932.20%
Fulcrum Equity Management 53,394$4,571,6342.15%
SPC Financial, Inc. 197,756$16,931,8691.93%
Stonebridge Financial Planning Group, LLC 32,741$2,803,3171.81%
Capital CS Group, LLC 17,614$1,508,1371.43%
Cadent Capital Advisors, LLC 34,075$2,917,5431.34%
WT Wealth Management 31,634$2,708,5161.17%
MARTIN & CO INC /TN/ 42,983$3,680,1620.95%
View complete list of ISHARES TR shareholders