Surevest, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

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 2019
NameSharesValueWeighting ↓
Richard P Slaughter Associates Inc 464,986$14,568,0006.68%
Abundance Wealth Counselors 687,232$21,531,0006.20%
Epstein & White Financial LLC 470,088$14,715,0005.25%
TOBIAS FINANCIAL ADVISORS, INC. 289,870$9,082,0004.98%
Richard Bernstein Advisors LLC 5,311,830$166,418,0004.67%
Retirement Planning Group, LLC 898,455$28,149,0004.59%
Crumly & Associates Inc. 165,473$5,184,0004.43%
Adams Chetwood Wealth Management LLC 132,665$4,156,0004.00%
Stewardship Advisors, LLC 246,573$7,856,0003.93%
Armbruster Capital Management, Inc. 301,608$9,449,0003.63%
View complete list of ISHARES TR shareholders