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 ↓
Capital Advisory Group Advisory Services, LLC 33,326$3,826,0001.66%
Karp Capital Management Corp 390,244$12,843,0001.61%
HERBST GROUP, LLC 58,897$1,938,0001.19%
Richard C. Young & CO., LTD. 211,817$6,971,0000.88%
First Citizens Financial Corp 32,495$1,069,0000.78%
Planned Solutions, Inc. 26,471$871,0000.58%
Antonetti Capital Management LLC 21,128$695,0000.54%
Orion Portfolio Solutions, LLC 400,861$13,192,0000.44%
Sierra Capital LLC 83,791$2,758,0000.41%
All Season Financial Advisors, Inc. 16,918$557,0000.39%
View complete list of ISHARES TR shareholders