Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 171 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$16,000
+100.0%
58
+56.8%
0.00%
Q4 2020$8,000
-97.8%
37
-98.0%
0.00%
-100.0%
Q3 2020$366,000
+2514.3%
1,841
+2118.1%
0.02%
+1700.0%
Q2 2020$14,000
-92.4%
83
-93.8%
0.00%
-92.9%
Q1 2020$185,000
+825.0%
1,335
+1235.0%
0.01%
+600.0%
Q4 2019$20,000
-97.7%
100
-97.9%
0.00%
-97.3%
Q3 2019$886,0004,7600.07%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
TOBIAS FINANCIAL ADVISORS, INC. 40,982$8,153,0004.47%
Paragon Wealth Strategies, LLC 49,063$9,760,0004.34%
Q3 Asset Management 24,127$4,799,0003.90%
MinichMacGregor Wealth Management, LLC 37,171$7,394,0003.49%
AFFINITY WEALTH MANAGEMENT LLC 48,704$10,063,0002.71%
Migdal Insurance & Financial Holdings Ltd. 471,000$93,696,0001.30%
McGuire Investment Group, LLC 21,949$4,366,0001.30%
Richard Bernstein Advisors LLC 206,310$41,042,0001.15%
Dynamic Advisor Solutions LLC 39,473$7,852,0000.89%
Clarus Wealth Advisors 4,309$869,0000.67%
View complete list of ISHARES TR shareholders