NewFocus Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is GBF and the CUSIP is 464288596. A total of 44 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
NewFocus Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$482,000
+0.6%
3,8260.0%0.14%
-11.2%
Q3 2020$479,0000.0%3,8260.0%0.16%
-7.0%
Q2 2020$479,000
+5.5%
3,826
+2.1%
0.17%
-18.1%
Q1 2020$454,000
+12.1%
3,746
+8.9%
0.21%
+32.9%
Q4 2019$405,000
+16.0%
3,440
+17.2%
0.16%
+3.3%
Q3 2019$349,000
+2.0%
2,9340.0%0.15%
-3.2%
Q2 2019$342,000
+2.7%
2,9340.0%0.16%
-4.8%
Q1 2019$333,000
-22.2%
2,934
-24.3%
0.17%
-34.4%
Q4 2018$428,000
+0.5%
3,8750.0%0.25%
+10.0%
Q3 2018$426,000
-0.5%
3,8750.0%0.23%
-10.9%
Q2 2018$428,000
-7.6%
3,875
-6.5%
0.26%
-11.3%
Q1 2018$463,000
-1.9%
4,1450.0%0.29%
+1.0%
Q4 2017$472,000
-0.6%
4,1450.0%0.29%
-6.8%
Q3 2017$475,000
+28.0%
4,145
+27.6%
0.31%
+47.1%
Q2 2017$371,000
+1.1%
3,2480.0%0.21%
-7.1%
Q1 2017$367,0003,2480.23%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Allegheny Financial Group LTD 24,052$2,945,0001.33%
Destination Wealth Management 147,970$18,117,0000.70%
COREPATH WEALTH PARTNERS LLC 6,500$801,0000.62%
Ifrah Financial Services, Inc. 16,766$2,053,0000.59%
Tranquility Partners, LLC 7,165$877,0000.49%
Tower Wealth Partners, Inc. 3,100$380,0000.42%
Barber Financial Group, Inc. 22,267$2,726,0000.37%
WOOSTER CORTHELL WEALTH MANAGEMENT, INC. 10,200$1,249,0000.31%
SYMONS CAPITAL MANAGEMENT INC 4,201$514,0000.29%
Outlook Wealth Advisors, LLC 3,683$451,0000.14%
View complete list of ISHARES TR shareholders