IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 136 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 1.57 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,169
+7693.3%
0
-100.0%
0.00%
Q4 2022$15
-100.0%
69
-88.9%
0.00%
-100.0%
Q3 2022$124,0000.0%6220.0%0.00%
-25.0%
Q2 2022$124,0000.0%6220.0%0.00%
+100.0%
Q1 2022$124,0006220.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$0
-100.0%
0
-100.0%
0.00%
Q1 2020$4,000
-20.0%
250.0%0.00%
Q4 2019$5,0000.0%250.0%0.00%
Q3 2019$5,000
-75.0%
25
-76.4%
0.00%
-100.0%
Q1 2019$20,000
-70.6%
106
-74.6%
0.00%
-25.0%
Q4 2018$68,000
-35.8%
418
-19.6%
0.00%0.0%
Q3 2018$106,000
+43.2%
520
+31.6%
0.00%
+33.3%
Q2 2018$74,000
-50.3%
395
-49.1%
0.00%
-57.1%
Q1 2018$149,0000.0%7760.0%0.01%0.0%
Q4 2017$149,000
+5.7%
776
-2.0%
0.01%
+16.7%
Q3 2017$141,000
+182.0%
792
+171.2%
0.01%
+200.0%
Q2 2017$50,000
-93.4%
292
-93.7%
0.00%
-93.9%
Q1 2017$757,000
+1477.1%
4,618
+1481.5%
0.03%
+1550.0%
Q4 2016$48,000
+20.0%
292
+7.4%
0.00%0.0%
Q3 2016$40,000
+11.1%
2720.0%0.00%0.0%
Q2 2016$36,000
+80.0%
272
+156.6%
0.00%
-33.3%
Q1 2016$20,000
-91.1%
106
-93.7%
0.00%
-80.0%
Q4 2015$225,0001,6730.02%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders