Financial Advocates Investment Management - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 164 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Financial Advocates Investment Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$347,000
+14.9%
2,481
+18.4%
0.02%
+10.0%
Q3 2021$302,000
-61.6%
2,096
-59.4%
0.02%
-62.3%
Q2 2021$787,000
+26.7%
5,158
+22.1%
0.05%
+20.5%
Q1 2021$621,000
-64.1%
4,223
-61.9%
0.04%
-62.7%
Q4 2020$1,729,000
+651.7%
11,075
+222.7%
0.12%
+257.6%
Q1 2020$230,000
-65.5%
3,432
-48.8%
0.03%
-53.5%
Q4 2019$667,000
+134.0%
6,702
+150.0%
0.07%
+121.9%
Q3 2018$285,000
+35.1%
2,681
+35.9%
0.03%
+23.1%
Q2 2018$211,0001,9730.03%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
MONROE BANK & TRUST/MI 101,586$9,423,0003.04%
MD Financial Management Inc. 703,894$65,293,0002.98%
Efficient Advisors, LLC 177,283$16,445,0002.88%
One Capital Management, LLC 162,175$15,043,0002.68%
Harborview Advisors, LLC 28,526$2,646,0002.29%
Schoolcraft Capital LLC 36,089$3,347,6262.16%
Parkside Advisors LLC 36,820$3,415,0001.94%
WESCAP Management Group, Inc. 45,513$4,221,0001.80%
TAP Consulting, LLC 25,221$2,339,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 44,145$4,095,0001.73%
View complete list of ISHARES TR shareholders