Focused Wealth Management, Inc - ISHARES TR ownership

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$42,000
+5.0%
2,431
+0.7%
0.01%0.0%
Q1 2021$40,000
+8.1%
2,414
+0.5%
0.01%0.0%
Q4 2020$37,000
+8.8%
2,403
+0.6%
0.01%0.0%
Q3 2020$34,000
+13.3%
2,389
+0.5%
0.01%0.0%
Q2 2020$30,000
+20.0%
2,376
+0.8%
0.01%0.0%
Q1 2020$25,000
+38.9%
2,358
+105.8%
0.01%
+75.0%
Q4 2019$18,000
+5.9%
1,146
+1.1%
0.00%
-20.0%
Q3 2019$17,0000.0%1,134
+1.1%
0.01%0.0%
Q2 2019$17,0000.0%1,122
+1.3%
0.01%0.0%
Q1 2019$17,000
+183.3%
1,108
+201.1%
0.01%
+150.0%
Q4 2018$6,000
-45.5%
368
-40.9%
0.00%
-50.0%
Q3 2018$11,0000.0%623
+1.3%
0.00%0.0%
Q2 2018$11,0000.0%615
+1.0%
0.00%0.0%
Q1 2018$11,0000.0%609
+0.5%
0.00%0.0%
Q4 2017$11,0000.0%606
+1.0%
0.00%0.0%
Q3 2017$11,0000.0%6000.0%0.00%0.0%
Q2 2017$11,0006000.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mount Lucas Management LP 166,492$2,594,0000.55%
LeJeune Puetz Investment Counsel LLC 13,750$214,0000.09%
LEO BROKERAGE, LLC 17,966$280,0000.09%
AlphaCentric Advisors LLC 12,776$199,0000.08%
Clear Creek Financial Management, LLC 10,550$164,0000.03%
AdvisorNet Financial, Inc 14,207$221,0000.02%
Focused Wealth Management, Inc 2,403$37,0000.01%
FinTrust Capital Advisors, LLC 1,040$16,0000.01%
1834 INVESTMENT ADVISORS CO 1,094$17,0000.00%
MUFG Americas Holdings Corp 4,266$66,0000.00%
View complete list of ISHARES TR shareholders