INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 52 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,823
-5.6%
2030.0%0.00%0.0%
Q2 2023$7,227
+0.9%
2030.0%0.00%0.0%
Q1 2023$7,166
+9.0%
2030.0%0.00%0.0%
Q4 2022$6,575
-75.6%
203
-79.3%
0.00%
-80.0%
Q3 2022$27,000
-20.6%
979
-11.6%
0.01%
-16.7%
Q2 2022$34,000
-47.7%
1,107
-37.1%
0.01%
-40.0%
Q1 2022$65,000
-5.8%
1,7600.0%0.01%
-9.1%
Q4 2021$69,000
+3.0%
1,7600.0%0.01%0.0%
Q3 2021$67,000
-1.5%
1,7600.0%0.01%0.0%
Q2 2021$68,0000.0%1,760
-6.3%
0.01%
-15.4%
Q1 2021$68,000
+1.5%
1,8790.0%0.01%
-7.1%
Q4 2020$67,000
+13.6%
1,8790.0%0.01%0.0%
Q3 2020$59,000
+7.3%
1,8790.0%0.01%
+27.3%
Q2 2020$55,000
+12.2%
1,8790.0%0.01%0.0%
Q1 2020$49,000
-22.2%
1,879
-3.9%
0.01%
-15.4%
Q4 2019$63,000
+8.6%
1,9550.0%0.01%0.0%
Q3 2019$58,000
-1.7%
1,9550.0%0.01%0.0%
Q2 2019$59,000
+3.5%
1,9550.0%0.01%
+8.3%
Q1 2019$57,0001,9550.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Valence8 US LP 872,673$34,610,21118.05%
Silver Coast Investments LLC 835,478$33,135,05813.54%
49 WEALTH MANAGEMENT, LLC 1,204,363$47,668,70210.22%
Financial Strategies Group, Inc. 960,006$37,709,05010.13%
Cook Wealth, LLC 370,341$14,161,8308.52%
ENZI WEALTH 461,193$17,626,7858.28%
Longview Financial Advisors, Inc. 277,934$11,022,8568.27%
Unison Advisors LLC 2,092,366$82,983,2178.19%
Interchange Capital Partners, LLC 277,962$11,014,4347.43%
TOBIAS FINANCIAL ADVISORS, INC. 774,256$30,706,9846.96%
View complete list of ISHARES TR shareholders