Intellectus Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 125 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 1.06 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 Q2 2018
NameSharesValueWeighting ↓
LOCKHEED MARTIN INVESTMENT MANAGEMENT CO 3,523,192$117,040,0006.12%
Karp Capital Management Corp 317,047$10,532,0001.56%
First Citizens Financial Corp 31,319$1,040,0000.79%
Planned Solutions, Inc. 33,909$1,126,0000.78%
Orion Portfolio Solutions, LLC 419,968$13,951,0000.55%
Sierra Capital LLC 83,791$2,784,0000.52%
Signature Wealth Management Partners, LLC 8,495$282,0000.26%
Family Firm, Inc. 27,583$916,0000.25%
Lumature Wealth Partners, LLC 18,025$599,0000.25%
WINTRUST INVESTMENTS LLC 67,759$2,251,0000.23%
View complete list of ISHARES TR shareholders