Focused Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 81 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 0.59 and the average weighting 0.1%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,681
+14.8%
480.0%0.00%0.0%
Q2 2023$4,077
-1.0%
480.0%0.00%0.0%
Q1 2023$4,119
-7.6%
480.0%0.00%0.0%
Q4 2022$4,457
+11.4%
480.0%0.00%0.0%
Q3 2022$4,0000.0%480.0%0.00%0.0%
Q2 2022$4,0000.0%480.0%0.00%0.0%
Q1 2022$4,000
+33.3%
480.0%0.00%
Q4 2021$3,0000.0%480.0%0.00%
Q3 2021$3,000
-78.6%
48
-80.9%
0.00%
-100.0%
Q2 2021$14,000
+16.7%
2510.0%0.00%0.0%
Q1 2021$12,000
+33.3%
2510.0%0.00%0.0%
Q4 2020$9,000
+28.6%
2510.0%0.00%0.0%
Q3 2020$7,000
-12.5%
2510.0%0.00%0.0%
Q2 2020$8,000
+33.3%
2510.0%0.00%0.0%
Q1 2020$6,000
-57.1%
2510.0%0.00%
-33.3%
Q4 2019$14,000
+7.7%
2510.0%0.00%
-25.0%
Q3 2019$13,000
-7.1%
2510.0%0.00%0.0%
Q2 2019$14,000
-6.7%
2510.0%0.00%
-20.0%
Q1 2019$15,000
+15.4%
251
+0.4%
0.01%
+25.0%
Q4 2018$13,000
-43.5%
250
-17.5%
0.00%
-50.0%
Q3 2018$23,000
+4.5%
303
+0.3%
0.01%0.0%
Q2 2018$22,000
+15.8%
3020.0%0.01%
+33.3%
Q1 2018$19,000
-17.4%
302
-13.5%
0.01%
-14.3%
Q4 2017$23,000
-43.9%
349
-49.9%
0.01%
-50.0%
Q3 2017$41,000
+115.8%
696
+100.6%
0.01%
+100.0%
Q2 2017$19,000
-20.8%
347
-10.1%
0.01%
-22.2%
Q1 2017$24,000
-4.0%
386
+0.3%
0.01%
-18.2%
Q4 2016$25,000
+4.2%
3850.0%0.01%0.0%
Q3 2016$24,000
+9.1%
3850.0%0.01%
+10.0%
Q2 2016$22,000
+4.8%
385
-4.0%
0.01%
-9.1%
Q1 2016$21,000
-56.2%
401
-55.4%
0.01%
-60.7%
Q4 2015$48,000
-54.3%
900
-52.3%
0.03%
-58.2%
Q3 2015$105,000
-79.3%
1,886
-73.7%
0.07%
-78.7%
Q2 2015$508,000
-7.6%
7,181
-4.2%
0.31%
-7.1%
Q1 2015$550,000
-2.0%
7,496
-4.6%
0.34%
-14.9%
Q4 2014$561,000
-16.1%
7,859
+2.1%
0.40%
-22.6%
Q3 2014$669,000
-10.3%
7,695
+0.1%
0.51%
-12.0%
Q2 2014$746,000
+16.6%
7,689
+2.2%
0.58%
+9.0%
Q1 2014$640,000
+2.9%
7,527
-0.4%
0.54%
+2.7%
Q4 2013$622,000
-3.9%
7,560
-9.0%
0.52%
-15.4%
Q3 2013$647,0008,3070.62%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders