Well Done, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 110 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Well Done, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$2,122,000
+24.4%
25,268
+14.5%
0.43%
+13.2%
Q3 2021$1,706,000
+8.1%
22,063
+8.5%
0.38%
+9.2%
Q2 2021$1,578,000
+7.4%
20,327
+3.5%
0.35%
+3.3%
Q1 2021$1,469,000
+66.0%
19,632
+56.4%
0.34%
+53.9%
Q4 2020$885,000
+5.7%
12,551
+274.8%
0.22%
-7.2%
Q3 2020$837,000
+12.8%
3,349
-1.2%
0.24%
+15.7%
Q2 2020$742,000
+34.7%
3,388
+9.0%
0.20%
+22.2%
Q1 2020$551,000
-23.5%
3,109
-1.5%
0.17%0.0%
Q4 2019$720,000
-48.9%
3,155
-51.4%
0.17%
-2.3%
Q3 2019$1,410,000
+103.8%
6,488
+104.2%
0.17%
+5.6%
Q2 2019$692,000
+15.5%
3,177
+8.3%
0.16%
+10.2%
Q1 2019$599,000
+16.5%
2,934
+3.2%
0.15%
+2.1%
Q4 2018$514,000
-12.6%
2,843
+2.4%
0.14%
-13.3%
Q3 2018$588,000
+11.8%
2,776
+2.1%
0.17%
+5.1%
Q2 2018$526,000
+8.2%
2,718
+2.0%
0.16%
+4.6%
Q1 2018$486,000
+3.0%
2,665
+1.4%
0.15%
-1.9%
Q4 2017$472,000
+10.8%
2,628
+1.2%
0.15%
+17.6%
Q3 2017$426,000
-1.2%
2,598
-1.1%
0.13%
-12.7%
Q2 2017$431,000
+3.4%
2,628
+1.4%
0.15%
+1.4%
Q1 2017$417,000
-0.2%
2,592
-6.4%
0.15%
-6.3%
Q4 2016$418,000
-39.8%
2,770
-17.0%
0.16%
-36.8%
Q3 2016$694,000
+59.2%
3,336
+9.8%
0.25%
+58.2%
Q2 2016$436,000
+8.5%
3,037
+10.2%
0.16%
+8.2%
Q1 2016$402,000
+42.0%
2,755
+40.6%
0.15%
+46.0%
Q4 2015$283,0001,9590.10%
Other shareholders
ISHARES TR shareholders Q3 2016
NameSharesValueWeighting ↓
Beaumont Financial Partners, LLC 616,299$84,901,0004.09%
Quantitative Advantage, LLC 92,224$12,705,0003.17%
Concorde Asset Management, LLC 17,486$2,409,0003.02%
Simplicity Solutions, LLC 18,156$2,501,0002.97%
Polaris Wealth Advisory Group, LLC 94,510$13,020,0002.68%
Commonwealth Financial Services, LLC 21,448$2,955,0002.65%
PACIFIC FINANCIAL GROUP INC 52,780$7,271,0002.15%
SPC Financial, Inc. 44,155$6,083,0001.77%
FolioMetrix LLC 19,226$2,412,0001.71%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 16,485$2,271,0001.69%
View complete list of ISHARES TR shareholders