Sullivan, Bruyette, Speros & Blaney, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 101 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 1.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sullivan, Bruyette, Speros & Blaney, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$398,000
+5.0%
6,0220.0%0.02%0.0%
Q4 2020$379,000
+11.8%
6,0220.0%0.02%
-5.3%
Q3 2020$339,000
+6.6%
6,0220.0%0.02%0.0%
Q2 2020$318,000
+18.2%
6,0220.0%0.02%0.0%
Q1 2020$269,000
-17.2%
6,0220.0%0.02%
+5.6%
Q4 2019$325,000
+9.1%
6,0220.0%0.02%0.0%
Q3 2019$298,000
+1.4%
6,0220.0%0.02%0.0%
Q2 2019$294,000
+2.8%
6,0220.0%0.02%
+5.9%
Q1 2019$286,000
+12.2%
6,0220.0%0.02%0.0%
Q4 2018$255,000
-13.3%
6,0220.0%0.02%
-37.0%
Q3 2018$294,000
+6.5%
6,0220.0%0.03%
+3.8%
Q2 2018$276,000
+0.4%
6,022
+100.0%
0.03%
-3.7%
Q1 2018$275,000
-1.4%
3,0110.0%0.03%
+3.8%
Q4 2017$279,000
+4.9%
3,0110.0%0.03%0.0%
Q3 2017$266,000
+4.7%
3,0110.0%0.03%0.0%
Q2 2017$254,000
+3.3%
3,0110.0%0.03%
+8.3%
Q1 2017$246,000
+6.5%
3,0110.0%0.02%0.0%
Q4 2016$231,000
+2.2%
3,0110.0%0.02%
+4.3%
Q3 2016$226,000
+4.6%
3,0110.0%0.02%0.0%
Q2 2016$216,0003,0110.02%
Other shareholders
ISHARES TR shareholders Q1 2017
NameSharesValueWeighting ↓
Crumly & Associates Inc. 92,396$4,984,0005.16%
Fluent Financial, LLC 122,766$6,622,0004.06%
Systelligence, LLC 129,455$6,983,0002.56%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 45,972$2,480,0001.63%
180 WEALTH ADVISORS, LLC 59,209$3,252,0001.30%
Connecticut Wealth Management, LLC 195,562$10,549,0001.16%
BigSur Wealth Management LLC 36,600$1,974,0001.12%
Capital Advisors, Ltd. LLC 50,910$2,746,0000.70%
Carroll Financial Associates, Inc. 140,577$7,582,0000.60%
HOWARD WEALTH MANAGEMENT, LLC 11,643$628,0000.52%
View complete list of ISHARES TR shareholders