Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,555,100
+1.7%
23,228
+8.1%
0.04%
+2.4%
Q2 2023$1,528,524
+28.1%
21,478
+16.4%
0.04%
+24.2%
Q1 2023$1,193,435
+600.6%
18,449
+516.8%
0.03%
+560.0%
Q4 2022$170,345
-98.5%
2,991
-97.7%
0.01%
-98.4%
Q4 2021$11,142,000
+16.0%
132,641
+6.7%
0.32%
+4.9%
Q3 2021$9,608,000
+11.6%
124,289
+12.1%
0.31%
+12.5%
Q2 2021$8,607,000
+14.3%
110,889
+10.2%
0.27%
-2.9%
Q1 2021$7,533,000
+37.6%
100,662
+29.6%
0.28%
+27.3%
Q4 2020$5,475,000
+31.8%
77,664
+367.3%
0.22%
+12.2%
Q3 2020$4,155,000
+36.9%
16,620
+20.0%
0.20%
+17.4%
Q2 2020$3,034,000
+46.8%
13,851
+18.7%
0.17%
+23.7%
Q1 2020$2,067,000
+7027.6%
11,665
+9232.0%
0.14%
+6650.0%
Q4 2019$29,000
-95.1%
125
-95.4%
0.00%
-94.4%
Q3 2019$588,0000.0%2,7010.0%0.04%0.0%
Q2 2019$588,000
-44.7%
2,701
-48.1%
0.04%
-52.0%
Q1 2019$1,064,000
+2855.6%
5,206
+2926.7%
0.08%
+2400.0%
Q3 2018$36,000
-10.0%
172
-14.9%
0.00%0.0%
Q2 2018$40,000
+8.1%
2020.0%0.00%0.0%
Q1 2018$37,000
+146.7%
202
+117.2%
0.00%
+50.0%
Q2 2017$15,000
+15.4%
93
+3.3%
0.00%0.0%
Q3 2016$13,0000.0%900.0%0.00%
-33.3%
Q2 2016$13,000
+44.4%
90
+40.6%
0.00%
+50.0%
Q1 2016$9,000
+800.0%
64
+966.7%
0.00%
Q4 2015$1,00060.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders