Surevest, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 155 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Surevest, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$250,000
-13.8%
1,643
-22.6%
0.11%
-25.2%
Q3 2019$290,000
-6.1%
2,124
-7.9%
0.14%
-10.6%
Q2 2019$309,000
-64.8%
2,306
-67.2%
0.16%
-70.4%
Q1 2019$878,000
+10.4%
7,035
-0.6%
0.54%
-14.0%
Q4 2018$795,0007,0810.63%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Annex Advisory Services, LLC 610,214$114,834,0009.39%
Kozak & Associates, Inc. 77,484$15,597,0009.22%
Wealthgate Family Office, LLC 21,919$4,125,0006.34%
RiverFront Investment Group, LLC 573,443$107,910,0003.60%
Diversified, LLC 27,250$5,128,0002.73%
SPC Financial, Inc. 103,208$19,422,0002.41%
WestEnd Advisors, LLC 379,382$71,392,104,0002.15%
Quantitative Advantage, LLC 61,385$11,551,0001.96%
ARKANSAS FINANCIAL GROUP, INC. 41,647$7,837,0001.72%
Kesler, Norman & Wride, LLC 37,628$7,081,0001.67%
View complete list of ISHARES TR shareholders