Winslow, Evans & Crocker, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 175 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Winslow, Evans & Crocker, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$6,000
-40.0%
300
+7.1%
0.00%
-66.7%
Q3 2019$10,0000.0%2800.0%0.00%0.0%
Q2 2019$10,000
-16.7%
2800.0%0.00%0.0%
Q1 2019$12,000
+20.0%
2800.0%0.00%0.0%
Q4 2018$10,000
-16.7%
2800.0%0.00%
-25.0%
Q3 2018$12,0000.0%2800.0%0.00%0.0%
Q2 2018$12,000
-99.9%
2800.0%0.00%
+33.3%
Q1 2018$10,352,000
-6.8%
2800.0%0.00%
-25.0%
Q4 2017$11,102,000
-27.7%
280
-31.7%
0.00%
-20.0%
Q3 2017$15,348,000
-72.8%
410
-74.2%
0.01%
-68.8%
Q2 2017$56,516,000
-35.3%
1,592
-29.7%
0.02%
-40.7%
Q1 2017$87,332,000
-75.1%
2,266
-73.2%
0.03%
-75.0%
Q4 2016$351,346,000
-44.3%
8,458
-49.6%
0.11%
+20.0%
Q3 2016$630,476,000
+93.6%
16,790
+97.8%
0.09%
-7.2%
Q2 2016$325,640,000
+7.5%
8,490
-2.5%
0.10%
+6.6%
Q1 2016$302,899,000
-6.3%
8,709
-8.8%
0.09%
-2.2%
Q4 2015$323,332,000
-23.0%
9,550
-21.9%
0.09%
-29.5%
Q3 2015$419,736,000
-64.1%
12,232
-55.7%
0.13%
-60.0%
Q2 2015$1,169,350,000
+110.7%
27,594
+116.8%
0.33%
+110.2%
Q1 2015$554,856,000
-11.9%
12,728
-9.5%
0.16%
-12.8%
Q4 2014$630,048,000
-62.0%
14,062
-56.3%
0.18%
-62.2%
Q3 2014$1,658,074,000
-8.0%
32,172
+1.4%
0.48%
-20.1%
Q2 2014$1,801,344,000
-19.8%
31,714
-28.0%
0.60%
-23.0%
Q1 2014$2,246,836,000
+129400.6%
44,073
+28.3%
0.77%
+30.5%
Q4 2013$1,735,00034,3570.59%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$14,229,0003.48%
Dentgroup LLC 74,336$3,525,7572.60%
PGIM Custom Harvest LLC 1,446,210$68,593,7342.53%
Bellwether Advisors, LLC 193,319$9,169,1202.50%
First Citizens Financial Corp 56,132$2,662,3411.88%
TCWP LLC 50,492$2,394,8361.82%
FORTE ASSET MANAGEMENT LLC 48,351$2,309,3221.55%
COTTONWOOD CAPITAL ADVISORS, LLC 33,100$1,569,9391.47%
Foundation Wealth Management, LLC 24,960$1,183,8501.18%
Ballew Advisors, Inc 24,805$1,113,7400.92%
View complete list of ISHARES TR shareholders