Private Capital Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWL and the CUSIP is 464289446. A total of 32 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Private Capital Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$19,000
-5.0%
1740.0%0.00%0.0%
Q4 2021$20,000
+11.1%
1740.0%0.00%0.0%
Q3 2021$18,0000.0%1740.0%0.00%0.0%
Q2 2021$18,000
+12.5%
1740.0%0.00%0.0%
Q1 2021$16,0000.0%1740.0%0.00%
+33.3%
Q4 2020$16,000
+14.3%
1740.0%0.00%0.0%
Q3 2020$14,000
+7.7%
1740.0%0.00%0.0%
Q2 2020$13,000
+18.2%
1740.0%0.00%0.0%
Q1 2020$11,000
-15.4%
1740.0%0.00%0.0%
Q4 2019$13,000
+8.3%
1740.0%0.00%
+50.0%
Q3 2019$12,000
+9.1%
1740.0%0.00%
-33.3%
Q2 2019$11,0000.0%1740.0%0.00%
+50.0%
Q1 2019$11,000
+10.0%
1740.0%0.00%0.0%
Q4 2018$10,000
-9.1%
1740.0%0.00%0.0%
Q3 2018$11,000
+10.0%
1740.0%0.00%0.0%
Q2 2018$10,000
-9.1%
1740.0%0.00%0.0%
Q1 2018$11,0000.0%1740.0%0.00%
-33.3%
Q4 2017$11,0001740.00%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
WOODARD & CO ASSET MANAGEMENT GROUP INC /ADV 227,510$14,003,00010.06%
C-J Advisory, Inc. 141,586$8,714,0007.86%
Systelligence, LLC 40,638$2,501,0001.17%
Pegasus Partners Ltd. 24,568$1,512,0000.59%
BEAM WEALTH ADVISORS, INC. 8,732$537,0000.53%
Patriot Financial Group Insurance Agency, LLC 10,931$673,0000.31%
Meristem Family Wealth, LLC 15,300$942,0000.29%
GenWealth Group, Inc. 9,635$593,0000.26%
Greenwich Wealth Management LLC 10,257$1,174,0000.25%
MONECO Advisors, LLC 3,929$242,0000.25%
View complete list of ISHARES TR shareholders