ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 143 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ROPES WEALTH ADVISORS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$24,000
+14.3%
340
+300.0%
0.00%0.0%
Q3 2020$21,000
+10.5%
850.0%0.00%0.0%
Q2 2020$19,000
+26.7%
850.0%0.00%0.0%
Q1 2020$15,000
-21.1%
850.0%0.00%0.0%
Q4 2019$19,000
+5.6%
850.0%0.00%0.0%
Q3 2019$18,000
-5.3%
850.0%0.00%0.0%
Q2 2019$19,000
+11.8%
850.0%0.00%0.0%
Q1 2019$17,000850.00%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Sterling Investment Counsel, LLC 137,524$11,552,0007.83%
First Citizens Financial Corp 58,262$4,894,0003.58%
MinichMacGregor Wealth Management, LLC 137,086$11,515,0003.50%
COTTONWOOD CAPITAL ADVISORS, LLC 47,072$3,954,0003.06%
Cadent Capital Advisors, LLC 79,521$6,680,0002.95%
SPC Financial, Inc. 292,301$24,553,0002.74%
Stonebridge Financial Planning Group, LLC 53,140$3,892,0002.04%
QUATTRO FINANCIAL ADVISORS LLC 66,426$5,580,0001.97%
WESPAC Advisors, LLC 34,431$2,892,0001.94%
Quantitative Advantage, LLC 132,533$11,133,0001.72%
View complete list of ISHARES TR shareholders