Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 109 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.92 and the average weighting 0.1%.

Quarter-by-quarter ownership
Intellectus Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$19,0000.0%6260.0%0.01%
+14.3%
Q3 2018$19,000
+11.8%
6260.0%0.01%
+16.7%
Q2 2018$17,0000.0%6260.0%0.01%0.0%
Q1 2018$17,000
-5.6%
6260.0%0.01%
-14.3%
Q4 2017$18,000
-5.3%
6260.0%0.01%
-12.5%
Q3 2017$19,0006260.01%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 1,979,700$58,876,0002.69%
S. R. Schill & Associates 111,704$3,322,0002.00%
WEALTHSOURCE PARTNERS, LLC 258,988$7,702,0001.74%
Timber Hill LLC 20,000$595,0000.81%
Aveo Capital Partners, LLC 53,588$1,594,0000.74%
TOTH FINANCIAL ADVISORY CORP 75,651$2,250,0000.53%
Arcus Capital Partners, LLC 40,722$1,211,0000.47%
Capital Advisory Group Advisory Services, LLC 17,512$518,0000.37%
PagnatoKarp Partners LLC 55,338$1,646,0000.37%
Tibra Equities Europe Ltd 117,847$3,505,0000.35%
View complete list of ISHARES TR shareholders