Surevest, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 37 filers reported holding ISHARES TR in Q4 2018. 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$256,000
+8.5%
7,9370.0%0.11%
-6.0%
Q3 2019$236,000
-1.7%
7,9370.0%0.12%
-7.2%
Q2 2019$240,000
+3.4%
7,9370.0%0.12%
-12.6%
Q1 2019$232,000
+13.2%
7,9370.0%0.14%
-11.7%
Q4 2018$205,0007,9370.16%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Valence8 US LP 872,673$34,610,21118.05%
Silver Coast Investments LLC 835,478$33,135,05813.54%
49 WEALTH MANAGEMENT, LLC 1,204,363$47,668,70210.22%
Financial Strategies Group, Inc. 960,006$37,709,05010.13%
Cook Wealth, LLC 370,341$14,161,8308.52%
ENZI WEALTH 461,193$17,626,7858.28%
Longview Financial Advisors, Inc. 277,934$11,022,8568.27%
Unison Advisors LLC 2,092,366$82,983,2178.19%
Interchange Capital Partners, LLC 277,962$11,014,4347.43%
TOBIAS FINANCIAL ADVISORS, INC. 774,256$30,706,9846.96%
View complete list of ISHARES TR shareholders