HCR Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IYK and the CUSIP is 464287812. A total of 141 filers reported holding ISHARES TR in Q4 2020. 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 Q4 2020
NameSharesValueWeighting ↓
BANK HAPOALIM BM 113,000$19,595,0002.71%
First Citizens Financial Corp 13,681$2,372,0002.07%
Fernwood Investment Management, LLC 27,988$4,853,0001.91%
Concord Wealth Partners 10,459$1,814,0001.40%
Demars Financial Group, LLC 10,849$1,881,0001.33%
Grace Capital 8,600$1,491,0000.94%
Stonebridge Financial Planning Group, LLC 7,703$1,336,0000.85%
Outlook Wealth Advisors, LLC 6,856$1,189,0000.43%
Jaffetilchin Investment Partners, LLC 16,928$2,935,0000.42%
Conservest Capital Advisors, Inc. 16,547$2,869,0000.34%
View complete list of ISHARES TR shareholders