Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$57,000
-97.3%
436
-97.3%
0.01%
-96.5%
Q4 2020$2,126,000
-24.3%
15,989
-24.0%
0.32%
-29.6%
Q3 2020$2,810,000
+16.3%
21,048
+16.4%
0.45%
-7.6%
Q2 2020$2,416,000
+3.7%
18,075
+3.4%
0.49%
-5.2%
Q1 2020$2,330,000
-39.1%
17,485
-42.5%
0.52%
-52.7%
Q4 2019$3,825,000
-56.3%
30,421
-55.9%
1.09%
-81.3%
Q3 2019$8,750,000
+14.4%
69,006
+13.5%
5.84%
+5.5%
Q2 2019$7,646,000
+298.0%
60,798
+287.7%
5.53%
+164.3%
Q1 2019$1,921,00015,6812.09%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders