Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 346 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.12 and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$337,000
-56.1%
8,833
-52.9%
0.03%
-47.1%
Q1 2022$767,000
+215.6%
18,736
+127.0%
0.05%
+240.0%
Q4 2021$243,000
-53.4%
8,253
-55.2%
0.02%
-57.1%
Q3 2021$521,000
+10.6%
18,433
+13.9%
0.04%
+12.9%
Q2 2021$471,000
-52.5%
16,189
-30.1%
0.03%
-55.7%
Q1 2021$991,000
+358.8%
23,156
+234.7%
0.07%
+141.4%
Q4 2018$216,000
-23.7%
6,919
+2.7%
0.03%
-9.4%
Q3 2018$283,000
-19.8%
6,737
-21.3%
0.03%
-25.6%
Q2 2018$353,000
+9.3%
8,560
-2.2%
0.04%
+2.4%
Q1 2018$323,000
-9.3%
8,749
-2.5%
0.04%
-14.3%
Q4 2017$356,0008,9750.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 297,249$11,331,0004.64%
Dentgroup LLC 84,624$3,226,0003.59%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$11,436,0003.09%
Williams Financial, LLC 98,312$3,748,0003.05%
AVAII WEALTH MANAGEMENT, LLC 72,378$2,759,0002.95%
Bernardo Wealth Planning LLC 120,678$4,600,0002.63%
Buttonwood Financial Group, LLC 60,179$2,275,0002.23%
SPC Financial, Inc. 460,559$17,557,0002.17%
EQ LLC 64,473$2,458,0001.94%
First Citizens Financial Corp 44,630$1,701,0001.50%
View complete list of ISHARES TR shareholders