JNBA Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 187 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.12 and the average weighting 0.1%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$9,000
-35.7%
302
-30.9%
0.00%
-66.7%
Q4 2019$14,0000.0%4370.0%0.00%0.0%
Q3 2019$14,000
-33.3%
437
-27.2%
0.00%
-25.0%
Q2 2019$21,000
-4.5%
6000.0%0.00%
-20.0%
Q1 2019$22,000
+15.8%
6000.0%0.01%
+25.0%
Q4 2018$19,000
-24.0%
6000.0%0.00%
-20.0%
Q2 2018$25,000
+13.6%
6000.0%0.01%0.0%
Q1 2018$22,000
-8.3%
6000.0%0.01%0.0%
Q4 2017$24,000
+9.1%
6000.0%0.01%0.0%
Q3 2017$22,000
+4.8%
6000.0%0.01%0.0%
Q2 2017$21,000
-8.7%
6000.0%0.01%0.0%
Q1 2017$23,000
-8.0%
6000.0%0.01%
-16.7%
Q4 2016$25,000
+8.7%
6000.0%0.01%0.0%
Q2 2016$23,000
+9.5%
6000.0%0.01%
-25.0%
Q1 2016$21,000
+5.0%
6000.0%0.01%0.0%
Q4 2015$20,000
-4.8%
6000.0%0.01%
-11.1%
Q3 2015$21,000
-16.0%
6000.0%0.01%0.0%
Q2 2015$25,000
-3.8%
6000.0%0.01%
-10.0%
Q1 2015$26,000
-3.7%
6000.0%0.01%
-9.1%
Q4 2014$27,000
-12.9%
6000.0%0.01%
-21.4%
Q3 2014$31,000
-8.8%
6000.0%0.01%
-12.5%
Q2 2014$34,000
+9.7%
6000.0%0.02%0.0%
Q1 2014$31,000
+3.3%
6000.0%0.02%0.0%
Q4 2013$30,000
+7.1%
6000.0%0.02%
-5.9%
Q3 2013$28,000
+3.7%
6000.0%0.02%
-10.5%
Q2 2013$27,0006000.02%
Other shareholders
ISHARES TR shareholders Q1 2018
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 169,197$7,402,3953.29%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$13,125,0003.28%
Dentgroup LLC 78,669$3,441,7772.76%
PGIM Custom Harvest LLC 1,463,918$64,046,4112.66%
Townsend & Associates, Inc 131,567$5,863,9212.35%
SPC Financial, Inc. 408,413$17,868,0692.04%
FORTE ASSET MANAGEMENT LLC 58,207$2,546,5591.68%
COTTONWOOD CAPITAL ADVISORS, LLC 34,594$1,513,5081.39%
Foundation Wealth Management, LLC 26,229$1,147,4901.18%
Ironwood Financial, llc 74,663$3,266,4890.91%
View complete list of ISHARES TR shareholders