Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 199 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$267,661
-3.6%
2,5620.0%0.01%0.0%
Q2 2023$277,524
+8.3%
2,5620.0%0.01%
+9.1%
Q1 2023$256,363
+7.1%
2,5620.0%0.01%0.0%
Q4 2022$239,404
+6.4%
2,5620.0%0.01%
-15.4%
Q3 2022$225,000
-1.3%
2,562
+3.9%
0.01%
-7.1%
Q2 2022$228,000
-16.8%
2,4650.0%0.01%
-17.6%
Q1 2022$274,000
-49.1%
2,465
-46.0%
0.02%
-46.9%
Q4 2021$538,000
+9.3%
4,5630.0%0.03%0.0%
Q3 2021$492,000
-7.0%
4,563
-6.8%
0.03%
-8.6%
Q2 2021$529,000
-4.3%
4,898
-11.5%
0.04%
-12.5%
Q1 2021$553,000
-38.3%
5,533
-41.7%
0.04%
-50.0%
Q4 2020$896,000
+6.9%
9,496
+88.9%
0.08%
-13.0%
Q3 2020$838,000
+11.4%
5,026
+2.3%
0.09%
-2.1%
Q2 2020$752,000
+59.3%
4,913
+31.2%
0.09%
+36.2%
Q1 2020$472,000
-23.5%
3,745
-3.1%
0.07%
-11.5%
Q4 2019$617,000
-4.6%
3,866
-11.8%
0.08%
-17.0%
Q3 2019$647,000
+1.1%
4,3820.0%0.09%
-6.9%
Q2 2019$640,000
-24.3%
4,382
-26.8%
0.10%
-29.9%
Q1 2019$845,000
-0.7%
5,985
-12.5%
0.14%
-12.7%
Q4 2018$851,000
-23.3%
6,842
-10.3%
0.16%
-19.1%
Q3 2018$1,110,000
+4.6%
7,631
-2.0%
0.20%
-1.9%
Q2 2018$1,061,000
+13.5%
7,783
+10.0%
0.21%
-1.4%
Q1 2018$935,000
-1.6%
7,077
-0.5%
0.21%
-13.5%
Q4 2017$950,000
+1.5%
7,113
-4.3%
0.24%
-12.2%
Q3 2017$936,000
+93500.0%
7,429
+148480.0%
0.28%
+27700.0%
Q2 2016$1,00050.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 38,992$3,420,0002.01%
Sage Investment Advisers LLC 12,009$1,053,0001.66%
Kalos Management, Inc. 5,833$539,0001.33%
Vahanian & Associates Financial Planning Inc. 4,195$368,0001.27%
Townsend & Associates, Inc 29,179$2,728,0001.26%
Mathes Company, Inc. 17,000$1,491,0000.83%
Mine & Arao Wealth Creation & Management, LLC. 11,273$989,0000.73%
Ballew Advisors, Inc 9,085$803,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 8,121$712,0000.68%
Savant Capital, LLC 173,989$15,259,0000.48%
View complete list of ISHARES TR shareholders