IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 124 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$16,000
+23.1%
482
+6.6%
0.00%
-25.0%
Q2 2019$13,000
-99.4%
452
-99.4%
0.00%
-99.6%
Q4 2018$2,097,000
+9017.4%
79,567
+11992.2%
0.96%
+8609.1%
Q4 2016$23,0006580.01%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders