Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 122 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 0.89 and the average weighting 0.3%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,046,559
-27.1%
4,477
-22.1%
0.03%
-26.3%
Q2 2023$1,436,088
+133.1%
5,748
+112.7%
0.04%
+123.5%
Q1 2023$615,952
+14.0%
2,703
+6.9%
0.02%0.0%
Q4 2022$540,150
+103.8%
2,529
+158.1%
0.02%
+112.5%
Q1 2022$265,000
-55.4%
980
-54.4%
0.01%
-52.9%
Q4 2021$594,000
+16.9%
2,148
+2.9%
0.02%
+6.2%
Q3 2021$508,000
+2.0%
2,088
+9.0%
0.02%0.0%
Q2 2021$498,000
-2.9%
1,915
-3.9%
0.02%
-15.8%
Q1 2021$513,000
-22.0%
1,992
-33.2%
0.02%
-26.9%
Q4 2020$658,000
+240.9%
2,982
+207.7%
0.03%
+188.9%
Q3 2020$193,000
-19.9%
969
-34.7%
0.01%
-30.8%
Q2 2020$241,000
+31.7%
1,483
+12.2%
0.01%
+8.3%
Q1 2020$183,000
-9.9%
1,322
+27.4%
0.01%
+9.1%
Q4 2019$203,000
-25.1%
1,038
-28.0%
0.01%
-35.3%
Q3 2019$271,0000.0%1,4420.0%0.02%0.0%
Q2 2019$271,000
+21.5%
1,442
+21.3%
0.02%
+6.2%
Q1 2019$223,000
+112.4%
1,189
+86.7%
0.02%
+77.8%
Q4 2018$105,000
-78.4%
637
-73.2%
0.01%
-74.3%
Q3 2018$485,000
+8.7%
2,373
+5.3%
0.04%
+2.9%
Q2 2018$446,000
+38.9%
2,253
+31.4%
0.03%
+30.8%
Q1 2018$321,000
+10.3%
1,715
+12.9%
0.03%
+4.0%
Q4 2017$291,000
+6.6%
1,519
-0.7%
0.02%
-19.4%
Q3 2017$273,000
+47.6%
1,529
+42.1%
0.03%
+29.2%
Q2 2017$185,000
+781.0%
1,076
+734.1%
0.02%
+700.0%
Q1 2017$21,000
+200.0%
129
+158.0%
0.00%
+200.0%
Q3 2016$7,000
-36.4%
50
-41.2%
0.00%
-66.7%
Q2 2016$11,000
-8.3%
850.0%0.00%0.0%
Q1 2016$12,000
-88.6%
85
-89.1%
0.00%
-91.2%
Q4 2015$105,000
+118.8%
779
+129.1%
0.03%
+142.9%
Q3 2015$48,000
+380.0%
340
+415.2%
0.01%
+366.7%
Q2 2015$10,000
-99.1%
66
-99.0%
0.00%
-99.0%
Q1 2015$1,060,000
-3.4%
6,904
-0.1%
0.29%
-14.6%
Q4 2014$1,097,000
+57.6%
6,912
+50.0%
0.34%
+34.5%
Q3 2014$696,000
+24.3%
4,609
+21.0%
0.26%
+7.6%
Q2 2014$560,000
+7.3%
3,808
-1.1%
0.24%
-11.9%
Q1 2014$522,000
+9.7%
3,851
+6.7%
0.27%
+12.6%
Q4 2013$476,0003,6100.24%
Other shareholders
ISHARES TR shareholders Q3 2014
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders