Guidant Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 154 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Guidant Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2019$3,081,000
+0.8%
20,880
-0.2%
1.14%
-3.0%
Q2 2019$3,058,000
-2.9%
20,928
-6.1%
1.18%
-3.7%
Q1 2019$3,148,000
+11.4%
22,291
-1.8%
1.23%
-6.9%
Q4 2018$2,825,000
-22.7%
22,701
-24.6%
1.32%
-30.1%
Q2 2017$3,656,000
+2.3%
30,096
-0.9%
1.89%
+0.5%
Q1 2017$3,574,000
-3.0%
30,384
-5.9%
1.88%
-10.1%
Q4 2016$3,683,000
-15.2%
32,290
-20.1%
2.09%
-22.0%
Q3 2016$4,343,00040,3892.67%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders