SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 51 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$26,000
-7.1%
5250.0%0.01%0.0%
Q4 2021$28,000
+3.7%
5250.0%0.01%0.0%
Q3 2021$27,000
-3.6%
5250.0%0.01%0.0%
Q2 2021$28,000
+3.7%
5250.0%0.01%
-12.5%
Q1 2021$27,000
-37.2%
525
-34.0%
0.01%
-38.5%
Q4 2020$43,000
-95.1%
796
-95.5%
0.01%
-95.9%
Q4 2018$869,000
+563.4%
17,649
+560.3%
0.32%
+496.2%
Q3 2018$131,000
+17.0%
2,673
+17.4%
0.05%
+10.4%
Q2 2018$112,000
+5.7%
2,276
+8.6%
0.05%
+2.1%
Q4 2017$106,000
+120.8%
2,096
+125.1%
0.05%
+176.5%
Q3 2017$48,000
+92.0%
931
+86.6%
0.02%
+21.4%
Q2 2017$25,000
+108.3%
499
+111.4%
0.01%
+100.0%
Q1 2017$12,0002360.01%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
ZRC WEALTH MANAGEMENT, LLC 441,611$19,305,03816.67%
MCMORGAN & CO LLC 2,034,125$88,921,78416.44%
Williams Financial, LLC 456,586$19,959,65015.16%
High Falls Advisors, Inc 986,973$43,145,54212.95%
ONE Advisory Partners, LLC 470,175$20,553,69812.01%
Keystone Financial Services 445,919$19,493,34510.32%
Sharkey, Howes & Javer 1,147,311$50,154,7169.61%
Private Ocean, LLC 1,632,359$71,358,5689.06%
TNF LLC 446,550$19,023,0498.83%
Compass Ion Advisors, LLC 1,102,715$48,205,2148.27%
View complete list of ISHARES TR shareholders