Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILTB and the CUSIP is 464289479. A total of 48 filers reported holding ISHARES TR in Q1 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$2,689,586
-12.7%
56,922
-2.8%
0.10%
-10.3%
Q2 2023$3,081,448
+1435.1%
58,584
+1468.1%
0.12%
+1362.5%
Q1 2023$200,735
-5.4%
3,736
-10.4%
0.01%
-11.1%
Q4 2022$212,240
-6.1%
4,168
-7.3%
0.01%
-25.0%
Q3 2022$226,000
-27.6%
4,494
-20.0%
0.01%
-42.9%
Q2 2022$312,000
-19.6%
5,616
-7.3%
0.02%
-4.5%
Q1 2022$388,000
-14.2%
6,057
-3.3%
0.02%
-8.3%
Q4 2021$452,000
+15.6%
6,266
+14.8%
0.02%
+4.3%
Q3 2021$391,000
+0.3%
5,456
+1.1%
0.02%0.0%
Q2 2021$390,000
+18.2%
5,399
+12.1%
0.02%0.0%
Q1 2021$330,000
-15.6%
4,818
-5.8%
0.02%
-20.7%
Q4 2020$391,000
-37.1%
5,115
-37.9%
0.03%
-46.3%
Q3 2020$622,000
+0.5%
8,235
-0.3%
0.05%
-11.5%
Q2 2020$619,000
-82.1%
8,263
-83.0%
0.06%
-87.0%
Q1 2020$3,455,000
+11.2%
48,511
+6.3%
0.47%
+41.7%
Q4 2019$3,107,000
+34.0%
45,622
+36.5%
0.33%
+8.2%
Q3 2019$2,318,000
+299.0%
33,413
+279.5%
0.31%
+308.0%
Q2 2019$581,000
+71.4%
8,804
+62.8%
0.08%
+50.0%
Q1 2019$339,000
+3.7%
5,408
-2.5%
0.05%
-21.9%
Q4 2018$327,000
-21.8%
5,545
-20.9%
0.06%
+1.6%
Q3 2018$418,0007,0100.06%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Safeguard Investment Advisory Group, LLC 88,333$6,055,0005.41%
Brio Consultants, LLC 244,552$16,764,0004.94%
USAdvisors Wealth Management, LLC 81,423$5,375,0002.60%
Verde Capital Management 83,467$5,722,0002.52%
Centennial Wealth Advisory LLC 39,502$2,708,0001.79%
Stadion Money Management, LLC 296,428$20,320,0000.92%
Onyx Bridge Wealth Group LLC 24,497$1,679,0000.84%
Wechter Feldman Wealth Management, Inc. 9,227$633,0000.47%
Renasant Bank 4,780$328,0000.26%
WEALTHSOURCE PARTNERS, LLC 34,166$2,342,0000.23%
View complete list of ISHARES TR shareholders