ROPES WEALTH ADVISORS LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 192 filers reported holding ISHARES TR in Q4 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 Q4 2020
NameSharesValueWeighting ↓
First Citizens Financial Corp 59,539$4,603,0003.67%
MinichMacGregor Wealth Management, LLC 136,778$10,574,0003.56%
Quantitative Advantage, LLC 227,615$17,597,0002.99%
SPC Financial, Inc. 292,701$22,629,0002.80%
Cadent Capital Advisors, LLC 78,949$6,104,0002.72%
Stonebridge Financial Planning Group, LLC 53,059$4,548,0002.22%
Kesler, Norman & Wride, LLC 93,671$7,242,0001.71%
PGIM Custom Harvest LLC 144,882$11,201,0001.70%
WESPAC Advisors SoCal, LLC 43,190$3,362,0001.10%
Silicon Hills Wealth Management, LLC 17,170$1,327,0000.91%
View complete list of ISHARES TR shareholders