WP Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 142 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 2.60 and the average weighting 0.2%.

Quarter-by-quarter ownership
WP Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$293,363
-6.4%
1,2550.0%0.12%
-3.2%
Q2 2023$313,504
+10.0%
1,255
+0.3%
0.12%
+5.9%
Q1 2023$285,100
+7.1%
1,251
+0.3%
0.12%
-0.8%
Q4 2022$266,268
+9.6%
1,247
+0.8%
0.12%
+8.2%
Q3 2022$243,000
-7.6%
1,2370.0%0.11%
-3.5%
Q2 2022$263,000
-21.0%
1,237
+0.3%
0.11%
-16.8%
Q1 2022$333,000
-2.1%
1,233
+0.2%
0.14%
-3.5%
Q4 2021$340,000
+14.1%
1,230
+0.4%
0.14%
+16.4%
Q3 2021$298,000
-6.3%
1,2250.0%0.12%
-8.3%
Q2 2021$318,000
+1.3%
1,225
+0.4%
0.13%
-2.2%
Q1 2021$314,000
+16.7%
1,2200.0%0.14%
+4.6%
Q4 2020$269,000
+11.2%
1,220
+0.2%
0.13%
-11.0%
Q3 2020$242,000
+2.5%
1,218
+1.1%
0.15%
-40.2%
Q4 2019$236,000
+3.1%
1,205
-2.2%
0.24%
-6.9%
Q3 2019$229,000
-1.3%
1,232
+0.1%
0.26%
+1.2%
Q2 2019$232,000
-89.9%
1,231
+0.2%
0.26%
+3.6%
Q1 2019$2,299,000
+1038.1%
1,228
+0.3%
0.25%
+25.6%
Q4 2018$202,000
-21.4%
1,224
-2.6%
0.20%
-16.7%
Q3 2018$257,000
+8.0%
1,257
-1.6%
0.24%
+6.2%
Q2 2018$238,000
-0.4%
1,2780.0%0.22%
-12.8%
Q1 2018$239,000
-6.3%
1,278
-4.0%
0.26%
+4.5%
Q4 2017$255,000
+4.1%
1,331
-3.0%
0.25%
+33.5%
Q3 2017$245,000
+4.3%
1,372
+0.3%
0.18%
+8.8%
Q2 2017$235,000
+4.9%
1,368
+0.1%
0.17%
+20.6%
Q1 2017$224,000
+6.7%
1,367
+6.1%
0.14%
-4.1%
Q4 2016$210,0001,2880.15%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders