Osborn Williams & Donohoe LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 169 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Osborn Williams & Donohoe LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$2,162,000
-22.4%
12,2060.0%0.28%
+1.8%
Q4 2019$2,786,000
-40.6%
12,206
-43.4%
0.28%
-40.9%
Q3 2019$4,690,000
-0.1%
21,5740.0%0.47%
-2.5%
Q2 2019$4,697,000
+9.4%
21,574
+6.0%
0.48%
+9.5%
Q1 2019$4,294,000
+94.5%
20,359
+66.8%
0.44%
+13.3%
Q4 2018$2,208,000
-14.6%
12,2060.0%0.39%
-3.0%
Q3 2018$2,584,000
+9.3%
12,2060.0%0.40%
+0.5%
Q2 2018$2,365,000
+6.3%
12,2060.0%0.40%
+3.9%
Q1 2018$2,225,000
+1.7%
12,2060.0%0.38%
+2.7%
Q4 2017$2,188,000
+9.1%
12,206
-0.1%
0.38%
+3.9%
Q3 2017$2,005,000
-0.0%
12,2210.0%0.36%
-0.6%
Q2 2017$2,006,000
+2.0%
12,2210.0%0.36%
+2.3%
Q1 2017$1,967,000
+6.6%
12,2210.0%0.36%
+2.3%
Q4 2016$1,846,000
+2.6%
12,221
-0.0%
0.35%
+0.9%
Q3 2016$1,799,000
+2.6%
12,2260.0%0.34%
+0.9%
Q2 2016$1,754,000
-1.6%
12,2260.0%0.34%
-4.5%
Q1 2016$1,783,000
+0.8%
12,2260.0%0.36%
-2.2%
Q4 2015$1,768,000
+34.6%
12,226
+29.7%
0.36%
+28.1%
Q3 2015$1,314,000
-10.7%
9,426
-5.0%
0.28%
-3.7%
Q2 2015$1,471,000
+0.8%
9,926
-2.0%
0.30%
+4.2%
Q1 2015$1,460,000
+4.7%
10,1260.0%0.28%
+3.6%
Q4 2014$1,395,000
+10.7%
10,1260.0%0.27%
+4.2%
Q3 2014$1,260,000
-4.7%
10,126
-4.7%
0.26%
-3.7%
Q2 2014$1,322,000
+3.4%
10,6260.0%0.27%
-2.8%
Q1 2014$1,278,000
-0.9%
10,6260.0%0.28%
-2.8%
Q4 2013$1,290,000
+10.4%
10,6260.0%0.29%
+1.4%
Q3 2013$1,169,000
+7.2%
10,6260.0%0.28%
+0.4%
Q2 2013$1,090,00010,6260.28%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Howard Capital Management Inc. 272,299$21,134,0004.01%
MinichMacGregor Wealth Management, LLC 137,029$10,635,0003.73%
WJ Wealth Management, LLC 15,230$1,182,0003.66%
First Citizens Financial Corp 57,824$4,488,0003.39%
IronBridge Private Wealth, LLC 72,895$5,658,0003.34%
Sage Advisory Services, Ltd.Co. 145,650$11,305,0003.10%
Quantitative Advantage, LLC 222,245$17,250,0002.98%
SPC Financial, Inc. 297,761$23,111,0002.80%
Cadent Capital Advisors, LLC 76,433$5,932,0002.47%
Stonebridge Financial Planning Group, LLC 52,774$4,167,0002.21%
View complete list of ISHARES TR shareholders