Coastal Bridge Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 102 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Coastal Bridge Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$575,756
-6.9%
3,0870.0%0.15%
+1.3%
Q2 2023$618,295
+0.5%
3,0870.0%0.15%
-1.9%
Q1 2023$615,023
-1.8%
3,0870.0%0.16%
-12.9%
Q4 2022$625,982
+7.2%
3,087
-4.9%
0.18%
+13.4%
Q3 2022$584,000
-7.7%
3,2460.0%0.16%
-19.5%
Q2 2022$633,000
-2.6%
3,2460.0%0.20%
+30.0%
Q1 2022$650,0000.0%3,2460.0%0.15%
+11.1%
Q4 2021$650,000
+11.5%
3,2460.0%0.14%0.0%
Q3 2021$583,000
-2.3%
3,2460.0%0.14%
+10.7%
Q2 2021$597,000
+3.8%
3,2460.0%0.12%
+16.2%
Q1 2021$575,000
+2.1%
3,2460.0%0.10%
-6.2%
Q4 2020$563,000
+16.1%
3,2460.0%0.11%
-24.3%
Q3 2020$485,000
+17.1%
3,2460.0%0.15%
+12.1%
Q2 2020$414,000
+17.9%
3,2460.0%0.13%
+2.3%
Q1 2020$351,000
-24.7%
3,246
-7.2%
0.13%
+6.6%
Q4 2019$466,000
+5.2%
3,4990.0%0.12%
-19.9%
Q3 2019$443,000
-0.4%
3,499
-4.4%
0.15%
+14.4%
Q2 2019$445,000
+1.8%
3,6600.0%0.13%
-13.7%
Q1 2019$437,000
+12.1%
3,6600.0%0.15%
-0.6%
Q4 2018$390,000
-10.3%
3,6600.0%0.15%
-7.2%
Q3 2018$435,000
+0.5%
3,6600.0%0.17%
-4.6%
Q2 2018$433,000
-0.5%
3,6600.0%0.17%
+10.1%
Q1 2018$435,000
-6.0%
3,6600.0%0.16%
+6.8%
Q4 2017$463,000
+4.8%
3,6600.0%0.15%
+2.1%
Q3 2017$442,0003,6600.14%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
New Millennium Group LLC 26,255$5,261,0003.78%
First Citizens Financial Corp 13,342$2,673,0002.01%
Fernwood Investment Management, LLC 28,439$5,699,0002.00%
Fulcrum Equity Management 13,623$2,730,0001.62%
Wealthstar Advisors, LLC 20,605$4,122,0001.53%
CAPITAL MANAGEMENT ASSOCIATES /NY/ 6,400$1,282,0001.38%
CMC Financial Group 5,300$1,086,0001.21%
PENOBSCOT WEALTH MANAGEMENT 6,159$1,234,0001.11%
Aurora Private Wealth, Inc. 12,455$2,496,0001.03%
Stonebridge Financial Planning Group, LLC 7,328$1,468,0000.82%
View complete list of ISHARES TR shareholders