Private Advisory Group LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 158 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Private Advisory Group LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2020$1,161,000
+103.7%
7,585
+67.9%
0.48%
+63.8%
Q1 2020$570,000
-37.6%
4,518
-21.1%
0.29%
-20.5%
Q4 2019$914,000
+43.0%
5,725
+32.1%
0.36%
+29.9%
Q3 2019$639,000
+23.8%
4,333
+22.8%
0.28%
+18.6%
Q2 2019$516,000
+146.9%
3,528
+109.9%
0.24%
+102.6%
Q1 2019$209,0000.0%1,6810.0%0.12%0.0%
Q4 2018$209,000
-50.2%
1,681
-44.0%
0.12%
-45.3%
Q3 2018$420,0003,0020.21%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 38,992$3,420,0002.01%
Sage Investment Advisers LLC 12,009$1,053,0001.66%
Kalos Management, Inc. 5,833$539,0001.33%
Vahanian & Associates Financial Planning Inc. 4,195$368,0001.27%
Townsend & Associates, Inc 29,179$2,728,0001.26%
Mathes Company, Inc. 17,000$1,491,0000.83%
Mine & Arao Wealth Creation & Management, LLC. 11,273$989,0000.73%
Ballew Advisors, Inc 9,085$803,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 8,121$712,0000.68%
Savant Capital, LLC 173,989$15,259,0000.48%
View complete list of ISHARES TR shareholders