SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is ISTB and the CUSIP is 46432F859. A total of 126 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$294,789,000
+130337.6%
5,846
+28.9%
0.15%
+58.5%
Q1 2019$226,000
+1406.7%
4,534
+1411.3%
0.09%
+1780.0%
Q3 2017$15,0000.0%3000.0%0.01%
-37.5%
Q2 2017$15,0003000.01%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Newman & Schimel, LLC 848,413$40,215,00019.34%
MARYLAND CAPITAL ADVISORS INC. 370,527$17,563,00018.53%
Campbell Wealth Management 2,280,073$108,075,00015.14%
Old North State Trust, LLC 325$15,414,00014.09%
Klaas Financial Asset Advisors, LLC 1,176,754$55,778,00013.83%
Opal Wealth Advisors, LLC 420,466$19,930,00013.18%
Prosperity Planning, Inc. 513,160$25,213,00012.88%
Buttonwood Financial Advisors Inc. 265,115$12,566,00011.34%
Courage Miller Partners, LLC 461,490$21,875,00010.39%
Oak Asset Management, LLC 461,490$21,875,00010.39%
View complete list of ISHARES TR shareholders