Fieldpoint Private Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 113 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fieldpoint Private Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$45,000
+2.3%
1,5000.0%0.01%
-18.8%
Q3 2019$44,000
-4.3%
1,5000.0%0.02%
+14.3%
Q2 2019$46,000
-2.1%
1,5000.0%0.01%
-26.3%
Q1 2019$47,000
+14.6%
1,5000.0%0.02%
+5.6%
Q4 2018$41,000
-24.1%
1,5000.0%0.02%
-10.0%
Q3 2018$54,000
-1.8%
1,5000.0%0.02%
-4.8%
Q2 2018$55,000
+10.0%
1,5000.0%0.02%
-8.7%
Q1 2018$50,000
-5.7%
1,5000.0%0.02%
-17.9%
Q4 2017$53,000
+3.9%
1,5000.0%0.03%
+27.3%
Q3 2017$51,0000.0%1,5000.0%0.02%
-45.0%
Q1 2017$51,0001,5000.04%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
M Financial Asset Management, Inc. 24,604$741,0005.75%
Sowa Financial Group, Inc. 168,729$5,079,000,0004.13%
Family Firm, Inc. 278,623$8,387,0002.84%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 51,917$1,563,0001.43%
INTERACTIVE FINANCIAL ADVISORS, INC. 96,987$2,919,0001.32%
MOLLER WEALTH PARTNERS 71,887$2,164,0000.96%
Rampart Investment Management Company, LLC 235,029$7,074,0000.86%
Pure Financial Advisors, LLC 164,061$4,938,0000.84%
OXFORD FINANCIAL GROUP, LTD. LLC 84,607$2,547,0000.71%
Beacon Financial Advisory LLC 25,941$780,0000.67%
View complete list of ISHARES TR shareholders