Archford Capital Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 137 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 4.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2018$14,000
-6.7%
770.0%0.01%
-16.7%
Q1 2018$15,000
-42.3%
77
-51.0%
0.01%
-40.0%
Q1 2017$26,000
+4.0%
1570.0%0.01%
-9.1%
Q4 2016$25,000
+13.6%
1570.0%0.01%
+22.2%
Q3 2016$22,000
+4.8%
1570.0%0.01%
-18.2%
Q2 2016$21,000
-86.6%
157
+582.6%
0.01%
Q1 2016$157,000
+613.6%
23
-85.4%
0.00%
-100.0%
Q4 2015$22,0000.0%1570.0%0.01%
-37.5%
Q3 2015$22,000
-4.3%
1570.0%0.02%0.0%
Q2 2015$23,000
-99.9%
157
-2.5%
0.02%
-5.9%
Q1 2015$25,216,000
+96884.6%
1610.0%0.02%
-10.5%
Q4 2014$26,000
+8.3%
1610.0%0.02%0.0%
Q3 2014$24,000
-99.9%
1610.0%0.02%
+5.6%
Q2 2014$23,668,000
+94.1%
161
+78.9%
0.02%
+80.0%
Q1 2014$12,191,000900.01%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders