Mutual Advisors, LLC - 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
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$955,221
-4.7%
9,143
-1.2%
0.04%
-2.6%
Q2 2023$1,002,445
+8.5%
9,254
+0.2%
0.04%0.0%
Q1 2023$923,784
+6.0%
9,231
-1.0%
0.04%
-2.6%
Q4 2022$871,478
+2.0%
9,326
-4.2%
0.04%
-11.4%
Q3 2022$854,000
-5.8%
9,735
-0.9%
0.04%
-26.7%
Q2 2022$907,000
-19.7%
9,822
-3.2%
0.06%
-4.8%
Q1 2022$1,130,000
-5.3%
10,150
+0.3%
0.06%0.0%
Q4 2021$1,193,000
+9.8%
10,123
+0.4%
0.06%
-1.6%
Q3 2021$1,087,000
-1.4%
10,080
-1.2%
0.06%
-1.5%
Q2 2021$1,102,000
-0.6%
10,206
-8.1%
0.06%
-14.5%
Q1 2021$1,109,000
-1.9%
11,106
-7.3%
0.08%
-9.5%
Q4 2020$1,130,000
+7.2%
11,978
+89.4%
0.08%
-7.7%
Q3 2020$1,054,000
-8.1%
6,323
-15.6%
0.09%
-19.5%
Q2 2020$1,147,000
+15.0%
7,494
-5.1%
0.11%
-16.3%
Q1 2020$997,000
-31.9%
7,900
-13.9%
0.14%
-13.5%
Q4 2019$1,465,000
+10.1%
9,176
+1.7%
0.16%
-11.4%
Q3 2019$1,331,000
+8.6%
9,022
+7.5%
0.18%
+10.7%
Q2 2019$1,226,000
+1.2%
8,390
-2.2%
0.16%
-11.2%
Q1 2019$1,211,000
-47.3%
8,578
-53.6%
0.18%
-60.5%
Q4 2018$2,300,000
-78.4%
18,485
-74.8%
0.45%
-72.0%
Q3 2018$10,670,00073,3251.62%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 89,493$9,268,0006.63%
Savant Capital, LLC 151,400$15,680,0005.94%
FolioMetrix LLC 25,339$2,413,0001.71%
ASSET ADVISORS CORP 47,589$4,929,0001.09%
WESPAC Advisors, LLC 13,071$1,354,0000.95%
ROCKY MOUNTAIN ADVISERS, LLC 1,270$132,0000.90%
Mathes Company, Inc. 14,300$1,481,0000.78%
Peachtree Investment Advisors, Inc. 9,646$999,0000.67%
Thomasville National Bank 18,034$1,868,0000.67%
Biondo Investment Advisors, LLC 20,450$2,118,0000.64%
View complete list of ISHARES TR shareholders