Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$80,000
+60.0%
4,000
+27.8%
0.01%
-35.7%
Q3 2020$50,000
-20.6%
3,1300.0%0.01%
-30.0%
Q2 2020$63,000
-10.0%
3,130
-31.3%
0.02%
-25.9%
Q1 2020$70,0004,5530.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
AMG National Trust Bank 663,754$24,845,0001.72%
Summit X, LLC 65,331$2,444,0001.62%
INVESTMENT PARTNERS, LTD. 25,850$968,0000.83%
Brookstone Capital Management 184,159$6,893,0000.62%
Archford Capital Strategies, LLC 40,133$1,502,0000.56%
TWO SIGMA SECURITIES, LLC 152,914$5,724,0000.52%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,873$3,514,0000.42%
Conservest Capital Advisors, Inc. 54,154$2,027,0000.32%
United Asset Strategies, Inc. 12,950$485,0000.28%
Stonebridge Capital Advisors LLC 26,709$1,000,0000.25%
View complete list of ISHARES TR shareholders