Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 116 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$604,007
-15.9%
3,238
-9.7%
0.02%
-11.1%
Q2 2023$717,934
-0.8%
3,584
-1.4%
0.03%
-10.0%
Q1 2023$723,928
+11.3%
3,634
+13.3%
0.03%
+3.4%
Q4 2022$650,422
-33.4%
3,208
-40.9%
0.03%
-42.0%
Q3 2022$976,000
+8.1%
5,427
+17.2%
0.05%
-16.7%
Q2 2022$903,000
-4.8%
4,630
-2.2%
0.06%
+13.2%
Q1 2022$949,000
+82.5%
4,736
+82.4%
0.05%
+89.3%
Q4 2021$520,000
+11.3%
2,596
-0.3%
0.03%0.0%
Q3 2021$467,000
-2.5%
2,6030.0%0.03%0.0%
Q2 2021$479,000
+6.0%
2,603
+1.9%
0.03%
-9.7%
Q1 2021$452,000
+0.7%
2,554
-1.3%
0.03%
-6.1%
Q4 2020$449,000
+26.8%
2,587
+9.0%
0.03%
+6.5%
Q3 2020$354,000
+19.6%
2,373
+2.1%
0.03%
+6.9%
Q2 2020$296,000
+19.8%
2,324
+1.9%
0.03%
-14.7%
Q1 2020$247,000
-17.9%
2,281
+0.9%
0.03%
+6.2%
Q4 2019$301,000
+6.7%
2,261
+1.3%
0.03%
-13.5%
Q3 2019$282,000
+4.1%
2,2310.0%0.04%
+5.7%
Q2 2019$271,000
+1.9%
2,231
+0.3%
0.04%
-10.3%
Q1 2019$266,000
+12.7%
2,225
+0.1%
0.04%
-17.0%
Q4 2018$236,000
-9.9%
2,222
+0.7%
0.05%
+17.5%
Q3 2018$262,000
+0.4%
2,2060.0%0.04%
-33.3%
Q2 2018$261,000
-5.4%
2,206
-4.8%
0.06%
-14.3%
Q1 2018$276,000
-6.8%
2,318
-0.9%
0.07%
-37.5%
Q4 2017$296,0002,3390.11%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
WealthSpring Partners, LLC 60,785$11,336,9088.47%
D. SCOTT NEAL, INC. 43,223$8,135,6336.95%
Gilfoyle & Co LLC 10$1,9044.89%
Kaye Capital Management 53,477$9,973,9604.57%
Wyrmwood Management LLC 10$1,9104.51%
WealthCare Investment Partners, LLC 37,937$7,023,5694.27%
PGIM Custom Harvest LLC 511,824$95,460,3353.52%
Bellwether Advisors, LLC 66,949$12,486,6583.40%
SFI Advisors, LLC 17,532$3,269,8933.20%
Genesee Capital Advisors, LLC 16,659$3,107,1552.23%
View complete list of ISHARES TR shareholders