Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 29 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$6,0000.0%620.0%0.00%0.0%
Q1 2021$6,0000.0%620.0%0.00%0.0%
Q4 2020$6,0000.0%620.0%0.00%0.0%
Q3 2020$6,0000.0%620.0%0.00%0.0%
Q2 2020$6,0000.0%620.0%0.00%0.0%
Q1 2020$6,0000.0%620.0%0.00%
-50.0%
Q4 2019$6,000
-99.2%
62
-99.2%
0.00%
-99.6%
Q3 2019$783,000
-19.9%
7,728
-20.2%
0.52%
-26.3%
Q2 2019$978,000
-44.6%
9,684
-45.7%
0.71%
-63.1%
Q1 2019$1,764,000
-89.1%
17,840
-89.4%
1.92%
-84.2%
Q4 2018$16,128,000
-10.9%
168,406
-9.7%
12.15%
+9.3%
Q3 2018$18,104,000
+6.0%
186,411
+5.9%
11.12%
-0.9%
Q2 2018$17,075,000
+5.7%
176,008
+6.7%
11.22%
+1.1%
Q1 2018$16,149,000165,00011.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Investment Advisory Group, LLC 7,289$620,2010.36%
Sterneck Capital Management, LLC 4,612$392,4240.25%
True Link Financial Advisors, LLC 21,792$1,854,2270.23%
SAGE FINANCIAL GROUP INC 7,103$604,3770.07%
OPTIMUM INVESTMENT ADVISORS 1,000$85,0880.04%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,685$398,6640.04%
Avantax Planning Partners, Inc. 9,522$810,2030.03%
Steward Partners Investment Advisory, LLC 18,786$1,598,4540.03%
STEPHENS INC /AR/ 4,995$425,0120.01%
Cetera Advisors LLC 4,154$353,4530.01%
View complete list of ISHARES TR shareholders