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 Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

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 Q4 2019
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,909,7088.51%
Kozak & Associates, Inc. 66,588$10,608,2044.28%
SAM Advisors, LLC 41,539$6,562,7472.73%
RiverFront Investment Group, LLC 463,841$73,2822.39%
ARKANSAS FINANCIAL GROUP, INC. 48,139$7,605,5001.52%
Financial Freedom, LLC 12,325$1,947,1671.36%
Baltimore-Washington Financial Advisors, Inc. 107,464$16,978,1721.35%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40,881$6,458,7891.22%
COTTONWOOD CAPITAL ADVISORS, LLC 6,331$1,000,1940.92%
Snider Financial Group 11,249$1,777,2940.85%
View complete list of ISHARES TR shareholders