Anchor Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 176 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$734,969
+4.8%
9,700
-7.4%
0.08%
-8.7%
Q3 2023$701,033
-20.1%
10,471
-15.1%
0.09%
-17.9%
Q2 2023$877,495
+10.3%
12,330
+0.3%
0.11%
+3.7%
Q1 2023$795,299
+16.9%
12,294
+3.0%
0.11%
+10.2%
Q4 2022$680,045
-9.2%
11,939
-7.2%
0.10%
-15.5%
Q3 2022$748,859
+2.2%
12,867
-0.4%
0.12%
+9.4%
Q2 2022$732,911
-25.6%
12,917
-1.6%
0.11%
-14.5%
Q1 2022$985,350
-11.6%
13,131
-1.1%
0.12%
-10.1%
Q4 2021$1,114,932
+7.0%
13,273
-1.5%
0.14%
-4.8%
Q3 2021$1,041,907
-0.0%
13,477
+0.4%
0.14%
+0.7%
Q2 2021$1,042,137
+0.5%
13,427
-3.1%
0.14%
-8.9%
Q1 2021$1,036,919
-1.3%
13,857
-7.1%
0.16%
-16.4%
Q4 2020$1,051,085
+13.5%
14,909
+302.5%
0.19%
+0.5%
Q3 2020$926,047
+10.6%
3,704
-3.1%
0.19%
+0.5%
Q2 2020$837,532
+23.6%
3,8240.0%0.19%
+6.9%
Q1 2020$677,460
-22.6%
3,824
-0.3%
0.18%
-6.4%
Q4 2019$875,490
+4.5%
3,836
-0.4%
0.19%
-3.1%
Q3 2019$837,604
-9.9%
3,853
-9.7%
0.19%
-12.7%
Q2 2019$929,229
+9.8%
4,268
+3.0%
0.22%
+4.7%
Q1 2019$846,456
-9.5%
4,143
-19.9%
0.21%
-20.7%
Q4 2018$935,253
-16.9%
5,170
-2.7%
0.27%
+3.1%
Q3 2018$1,124,975
+9.3%
5,3130.0%0.26%
+1.6%
Q2 2018$1,029,394
+6.5%
5,313
+0.2%
0.25%
+0.4%
Q1 2018$966,843
-0.4%
5,303
-2.1%
0.25%
-1.6%
Q4 2017$970,997
+35.9%
5,417
+24.3%
0.26%
+23.0%
Q3 2017$714,7224,3570.21%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 616,299$84,901,0004.09%
Quantitative Advantage, LLC 92,224$12,705,0003.17%
Concorde Asset Management, LLC 17,486$2,409,0003.02%
Simplicity Solutions, LLC 18,156$2,501,0002.97%
Polaris Wealth Advisory Group, LLC 94,510$13,020,0002.68%
Commonwealth Financial Services, LLC 21,448$2,955,0002.65%
PACIFIC FINANCIAL GROUP INC 52,780$7,271,0002.15%
SPC Financial, Inc. 44,155$6,083,0001.77%
FolioMetrix LLC 19,226$2,412,0001.71%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16,485$2,271,0001.69%
View complete list of ISHARES TR shareholders