Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 237 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$25,000
+127.3%
228
+171.4%
0.00%
+100.0%
Q1 2022$11,000
+22.2%
84
+35.5%
0.00%0.0%
Q4 2021$9,0000.0%620.0%0.00%0.0%
Q3 2021$9,0000.0%620.0%0.00%0.0%
Q2 2021$9,0000.0%620.0%0.00%0.0%
Q1 2021$9,000
-10.0%
620.0%0.00%
+100.0%
Q4 2020$10,0000.0%620.0%0.00%
-50.0%
Q3 2020$10,0000.0%620.0%0.00%0.0%
Q2 2020$10,000
-67.7%
62
-66.3%
0.00%
-71.4%
Q1 2020$31,000
+19.2%
1840.0%0.01%0.0%
Q4 2019$26,000
-7.1%
184
-2.6%
0.01%
-63.2%
Q3 2019$28,000
+3.7%
1890.0%0.02%
-5.0%
Q2 2019$27,000
+3.8%
1890.0%0.02%
-28.6%
Q1 2019$26,000
-40.9%
189
-42.7%
0.03%
-15.2%
Q4 2018$44,000
+120.0%
330
+114.3%
0.03%
+175.0%
Q3 2018$20,0000.0%1540.0%0.01%
-7.7%
Q2 2018$20,000
-54.5%
154
-48.7%
0.01%
-40.9%
Q2 2016$44,0003000.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Bridge Advisory, LLC 123,868$16,674,0007.28%
Pacific Wealth Management 34,851$4,691,0004.18%
Ballew Advisors, Inc 25,472$3,236,0002.47%
CMH Wealth Management LLC 51,393$6,918,0002.13%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 38,055$5,123,0001.82%
Richard Bernstein Advisors LLC 656,820$87,896,0001.74%
Krilogy Financial LLC 116,734$15,714,0001.61%
ONE Advisory Partners, LLC 18,824$2,534,0001.48%
High Falls Advisors, Inc 36,031$4,850,0001.30%
Horst & Graben Wealth Management LLC 35,047$4,718,0001.15%
View complete list of ISHARES TR shareholders