IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 107 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$281
-99.9%
3,012
+0.3%
0.06%
-7.4%
Q3 2022$263,000
-88.2%
3,003
-87.6%
0.07%
-86.8%
Q2 2022$2,236,000
-36.0%
24,215
-22.8%
0.52%
-23.0%
Q1 2022$3,494,000
-13.3%
31,378
-8.3%
0.67%
-6.3%
Q4 2021$4,031,000
+6.4%
34,207
-2.6%
0.71%
-2.1%
Q3 2021$3,788,000
+2.0%
35,114
+2.1%
0.73%
-1.9%
Q2 2021$3,714,000
+18.2%
34,398
+9.3%
0.74%
-4.1%
Q1 2021$3,143,000
+7.9%
31,473
+1.9%
0.78%
+1.8%
Q4 2020$2,913,000
+19.1%
30,886
+110.5%
0.76%
+7.2%
Q3 2020$2,445,000
-0.3%
14,671
-8.5%
0.71%
-9.9%
Q2 2020$2,453,000
+19.3%
16,031
+24.4%
0.79%
+25.1%
Q4 2019$2,057,000
+5.5%
12,888
-2.5%
0.63%
-2.6%
Q3 2019$1,950,000
-2.5%
13,219
-3.4%
0.65%
+12.1%
Q2 2019$1,999,000
-2.8%
13,683
-6.0%
0.58%
-20.0%
Q1 2019$2,056,000
+4.0%
14,557
+7.4%
0.72%
+1.8%
Q3 2018$1,977,000
+26.6%
13,549
+12.0%
0.71%
+13.3%
Q2 2018$1,562,0000.0%12,0980.0%0.62%
-1.4%
Q1 2018$1,562,000
+19.8%
12,098
+18.1%
0.63%
+31.3%
Q3 2017$1,304,000
+11.5%
10,242
+6.3%
0.48%
+5.0%
Q2 2017$1,170,000
+9.0%
9,632
+2.2%
0.46%
-10.5%
Q4 2016$1,073,0009,4240.51%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Savant Capital, LLC 160,129$13,645,0007.43%
ASSET ADVISORS CORP 51,218$4,364,0001.24%
WESPAC Advisors, LLC 10,088$860,0001.00%
STERNE AGEE GROUP, INC. 19,994$1,704,0000.66%
Thomasville National Bank 10,215$870,0000.45%
Biondo Investment Advisors, LLC 12,070$1,028,0000.39%
Winchester Group Inc. 16,500$1,405,0000.31%
BURKE & HERBERT BANK & TRUST CO 3,080$262,0000.30%
Eidelman Virant Capital 3,400$290,0000.15%
SPC Financial, Inc. 3,200$273,0000.10%
View complete list of ISHARES TR shareholders