IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 182 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.08 and the average weighting 0.1%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$99,000
-34.0%
3,514
-19.6%
0.02%
-55.8%
Q2 2019$150,000
-41.6%
4,368
-36.7%
0.04%
-54.7%
Q3 2017$257,000
+2.4%
6,901
-3.7%
0.10%
-4.0%
Q2 2017$251,000
-26.8%
7,169
-13.9%
0.10%
-39.6%
Q4 2016$343,000
-99.9%
8,331
-0.2%
0.16%
-8.4%
Q3 2016$326,000,0008,3470.18%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
EQ LLC 128,528$3,869,0002.70%
HawsGoodwin Investment Management LLC 264,487$7,961,0002.32%
Outlook Wealth Advisors, LLC 257,304$7,745,0002.28%
Bernardo Wealth Planning LLC 151,537$4,561,0002.23%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$9,030,0002.05%
Dentgroup LLC 72,114$2,171,0002.05%
AVAII WEALTH MANAGEMENT, LLC 67,427$2,030,0002.04%
Ironwood Financial, llc 239,834$7,219,0001.98%
Pettinga Financial Advisors LLC 259,217$7,803,0001.90%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 189,938$5,717,0001.86%
View complete list of ISHARES TR shareholders