SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 278 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 1.17 and the average weighting 0.6%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$145,000
-95.7%
1,086
+3922.2%
0.05%
+2600.0%
Q2 2019$3,396,000
+28200.0%
27
-73.0%
0.00%
-50.0%
Q3 2017$12,0000.0%1000.0%0.00%
-42.9%
Q2 2017$12,0000.0%1000.0%0.01%0.0%
Q1 2017$12,0001000.01%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,752,238$198,283,30133.63%
Pacific Sage Partners, LLC 360,214$40,761,79912.26%
Johnson Financial Group, Inc. 1,226,546$138,795,9839.64%
Gould Capital, LLC 96,985$10,905,9638.81%
DDFG, Inc 207,233$23,450,4938.64%
Eley Financial Management, Inc 136,854$15,478,1877.88%
Bond & Devick Financial Network, Inc. 107,359$12,148,7447.81%
Parkside Advisors LLC 221,219$25,033,0887.78%
SNS Financial Group, LLC 497,777$56,328,4277.43%
Hilton Capital Management, LLC 473,308$53,559,5047.14%
View complete list of ISHARES TR shareholders