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 ↓
LeJeune Puetz Investment Counsel LLC 64,750$1,122,0000.81%
Mount Lucas Management LP 21,090$365,0000.07%
Freedom Investment Management, Inc. 61,626$1,068,0000.06%
D.A. DAVIDSON & CO. 46,306$802,0000.02%
Advisor Group, Inc. 43,909$761,0000.02%
Virtu KCG Holdings LLC 29,140$505,0000.01%
SII INVESTMENTS INC/WI 11,281$193,0000.01%
Anchor Investment Management, LLC 1,800$31,1940.01%
WEBSTER BANK, N. A. 2,900$50,0000.01%
Raymond James Financial Services Advisors, Inc. 46,334$803,0000.01%
View complete list of ISHARES TR shareholders