INSTITUTIONAL & FAMILY ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 64 filers reported holding ISHARES TR in Q2 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 Q2 2019
NameSharesValueWeighting ↓
Richard P Slaughter Associates Inc 538,516$15,838,0006.88%
Abundance Wealth Counselors 675,678$19,872,0006.04%
TOBIAS FINANCIAL ADVISORS, INC. 276,493$8,132,0004.78%
Crumly & Associates Inc. 169,592$4,988,0004.67%
Richard Bernstein Advisors LLC 4,770,451$140,298,0004.39%
Epstein & White Financial LLC 370,701$10,869,0004.12%
Adams Chetwood Wealth Management LLC 131,402$3,865,0003.93%
Ackerman Capital Advisors, LLC 413,897$12,173,0003.65%
Armbruster Capital Management, Inc. 299,308$8,803,0003.53%
Wade Financial Advisory, Inc 124,283$3,655,0003.16%
View complete list of ISHARES TR shareholders