IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is EPOL and the CUSIP is 46429B606. A total of 67 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.77 and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,156
+83.7%
150
+100.0%
0.00%
Q1 2023$1,718
+8081.0%
75
-91.8%
0.00%
-100.0%
Q4 2022$21
-99.9%
919
+8.6%
0.00%
Q3 2022$19,0000.0%8460.0%0.00%
-100.0%
Q2 2022$19,0000.0%8460.0%0.00%
Q1 2022$19,0008460.00%
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$000.00%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2019$33,0000.0%1,4400.0%0.01%
+150.0%
Q4 2018$33,000
-77.1%
1,440
-76.1%
0.00%
-66.7%
Q3 2018$144,000
-14.3%
6,016
-21.8%
0.01%
-14.3%
Q2 2018$168,000
-36.1%
7,693
-20.8%
0.01%
-41.7%
Q1 2018$263,0000.0%9,7140.0%0.01%0.0%
Q4 2017$263,000
-37.7%
9,714
-38.9%
0.01%
-29.4%
Q3 2017$422,000
+40.7%
15,904
+28.6%
0.02%
+30.8%
Q2 2017$300,000
-3.8%
12,371
-14.3%
0.01%
-7.1%
Q1 2017$312,000
+18.2%
14,443
-0.8%
0.01%
+7.7%
Q4 2016$264,000
+26300.0%
14,564
+19318.7%
0.01%
Q3 2016$1,0000.0%750.0%0.00%
Q2 2016$1,000
-97.0%
75
-94.8%
0.00%
-100.0%
Q1 2016$33,000
+3200.0%
1,440
+2340.7%
0.01%
Q4 2015$1,000590.00%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Lumbard & Kellner, LLC 193,760$4,623,0002.41%
CUMBERLAND ADVISORS INC 79,820$1,905,0001.28%
Glovista Investments LLC 199,496$4,774,0001.24%
OLD MISSION CAPITAL LLC 111,829$2,668,0000.46%
Intercontinental Wealth Advisors, LLC 35,318$843,0000.42%
Empirical Finance, LLC 60,558$1,445,0000.36%
XPONANCE, INC. 42,781$1,020,0000.34%
Lattice Strategies LLC 16,397$391,0000.30%
Camelot Portfolios, LLC 25,245$602,0000.27%
Ballew Advisors, Inc 11,408$245,0000.22%
View complete list of ISHARES TR shareholders