Private Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 123 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$120,000
-5.5%
1,0760.0%0.03%0.0%
Q4 2021$127,000
+9.5%
1,0760.0%0.03%
+3.8%
Q3 2021$116,000
-91.8%
1,076
-88.8%
0.03%
-89.7%
Q3 2019$1,421,000
+2.7%
9,628
-4.7%
0.25%
-20.3%
Q2 2019$1,383,000
+0.7%
10,105
+3.9%
0.32%
+21.1%
Q1 2019$1,374,000
+11.1%
9,728
-2.0%
0.26%
-2.2%
Q4 2018$1,237,000
-13.9%
9,928
+1.0%
0.27%
-7.3%
Q3 2018$1,436,000
+3.8%
9,830
-2.7%
0.29%
-3.7%
Q2 2018$1,383,000
+3.6%
10,1050.0%0.30%
+0.7%
Q1 2018$1,335,000
+95.7%
10,105
+97.9%
0.30%
+84.5%
Q4 2017$682,0005,1050.16%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders