Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 142 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$32,665
-3.7%
4460.0%0.01%0.0%
Q2 2023$33,923
+8.6%
4460.0%0.01%0.0%
Q1 2023$31,247
+9.4%
4460.0%0.01%0.0%
Q4 2022$28,566
+5.8%
4460.0%0.01%
-16.7%
Q3 2022$27,000
-6.9%
4460.0%0.01%0.0%
Q2 2022$29,000
-14.7%
4460.0%0.01%0.0%
Q1 2022$34,000
-2.9%
4460.0%0.01%0.0%
Q4 2021$35,000
+9.4%
4460.0%0.01%
-14.3%
Q3 2021$32,0000.0%4460.0%0.01%0.0%
Q2 2021$32,000
+10.3%
4460.0%0.01%
+16.7%
Q1 2021$29,000
-48.2%
446
-50.0%
0.01%0.0%
Q4 2020$56,000
+124.0%
892
+100.0%
0.01%
-14.3%
Q3 2020$25,000
+4.2%
4460.0%0.01%0.0%
Q2 2020$24,000
+20.0%
4460.0%0.01%
-12.5%
Q1 2020$20,000
-16.7%
4460.0%0.01%
-11.1%
Q4 2019$24,0004460.01%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 42,658$2,082,0001.19%
BigSur Wealth Management LLC 36,598$1,786,0001.12%
Redhawk Wealth Advisors, Inc. 33,601$1,640,0000.90%
Capital Advisors, Ltd. LLC 63,874$3,118,0000.88%
Carroll Financial Associates, Inc. 123,094$6,008,0000.64%
PVG ASSET MANAGEMENT CORP 15,365$749,0000.54%
180 WEALTH ADVISORS, LLC 22,399$1,093,0000.50%
GFS Advisors, LLC 29,000$1,415,0000.36%
LOEB PARTNERS CORP 16,800$820,0000.30%
Curbstone Financial Management Corp 22,600$1,103,0000.29%
View complete list of ISHARES TR shareholders