Financial Advocates Investment Management - ISHARES TR ownership

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ISHARES TR's ticker is IYG and the CUSIP is 464287770. A total of 213 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.

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Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$689,000
+38.1%
12,485
+379.3%
0.04%
+32.4%
Q4 2020$499,000
+137.6%
2,605
+51.3%
0.03%
+88.9%
Q3 2020$210,000
-81.8%
1,722
-89.4%
0.02%
-83.5%
Q2 2020$1,152,000–16,184–0.11%–
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Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Wealthgate Family Office, LLC 18,417$2,909,7088.51%
Kozak & Associates, Inc. 66,588$10,608,2044.28%
SAM Advisors, LLC 41,539$6,562,7472.73%
RiverFront Investment Group, LLC 463,841$73,2822.39%
ARKANSAS FINANCIAL GROUP, INC. 48,139$7,605,5001.52%
Financial Freedom, LLC 12,325$1,947,1671.36%
Baltimore-Washington Financial Advisors, Inc. 107,464$16,978,1721.35%
Holt Capital Advisors, L.L.C. dba Holt Capital Partners, L.P. 40,881$6,458,7891.22%
COTTONWOOD CAPITAL ADVISORS, LLC 6,331$1,000,1940.92%
Snider Financial Group 11,249$1,777,2940.85%
View complete list of ISHARES TR shareholders