Osborn Williams & Donohoe LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 115 filers reported holding ISHARES TR in Q1 2020. 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$890,000
-19.0%
8,225
-0.4%
0.12%
+6.4%
Q4 2019$1,099,000
-34.5%
8,255
-37.7%
0.11%
-34.9%
Q3 2019$1,677,000
+4.2%
13,2550.0%0.17%
+1.8%
Q2 2019$1,610,000
+51.6%
13,255
+50.6%
0.17%
+52.3%
Q1 2019$1,062,000
+19.5%
8,800
+5.3%
0.11%
-30.6%
Q4 2018$889,000
-10.5%
8,3550.0%0.16%
+1.9%
Q3 2018$993,000
+0.5%
8,3550.0%0.15%
-7.8%
Q2 2018$988,000
-0.5%
8,3550.0%0.17%
-2.9%
Q1 2018$993,000
-6.6%
8,355
-0.4%
0.17%
-5.5%
Q4 2017$1,063,000
+4.7%
8,385
-0.3%
0.18%
-0.5%
Q3 2017$1,015,000
-0.9%
8,4100.0%0.18%
-1.1%
Q2 2017$1,024,000
+2.5%
8,4100.0%0.18%
+2.8%
Q1 2017$999,000
+7.3%
8,4100.0%0.18%
+2.9%
Q4 2016$931,000
-2.8%
8,4100.0%0.18%
-4.4%
Q3 2016$958,000
-1.3%
8,410
-0.1%
0.18%
-3.2%
Q2 2016$971,000
+2.5%
8,4150.0%0.19%
-0.5%
Q1 2016$947,000
+3.8%
8,415
+0.1%
0.19%
+1.1%
Q4 2015$912,000
+4.8%
8,4100.0%0.19%
-0.5%
Q3 2015$870,000
-3.2%
8,4100.0%0.19%
+4.4%
Q2 2015$899,000
+1.2%
8,4100.0%0.18%
+4.6%
Q1 2015$888,000
+0.8%
8,4100.0%0.17%0.0%
Q4 2014$881,000
+6.0%
8,4100.0%0.17%0.0%
Q3 2014$831,000
-3.8%
8,410
-2.3%
0.17%
-3.4%
Q2 2014$864,000
+5.1%
8,610
-0.3%
0.18%
-1.1%
Q1 2014$822,000
-0.6%
8,6350.0%0.18%
-2.7%
Q4 2013$827,000
+7.3%
8,6350.0%0.19%
-1.1%
Q3 2013$771,000
+2.8%
8,635
-0.1%
0.19%
-4.1%
Q2 2013$750,0008,6400.20%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders