IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

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 2021
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders