HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 103 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
HCR Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$256,000
+16.4%
1,4750.0%0.05%
+8.0%
Q3 2020$220,000
+16.4%
1,4750.0%0.05%
+13.6%
Q2 2020$189,000
+18.1%
1,4750.0%0.04%
-4.3%
Q1 2020$160,000
-18.4%
1,4750.0%0.05%
-4.2%
Q4 2019$196,000
-55.0%
1,475
-60.0%
0.05%
-66.4%
Q2 2018$436,000
-18.4%
3,690
-17.8%
0.14%
-22.7%
Q1 2018$534,000
-6.2%
4,4900.0%0.18%
-7.0%
Q4 2017$569,000
-1.6%
4,490
-6.3%
0.20%
-18.1%
Q3 2017$578,000
-4.8%
4,790
-4.0%
0.24%
-19.0%
Q2 2017$607,000
+2.4%
4,9900.0%0.30%
-1.3%
Q1 2017$593,000
-6.8%
4,990
-13.1%
0.30%
-9.5%
Q4 2016$636,0005,7400.34%
Other shareholders
ISHARES TR shareholders Q3 2018
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