Mount Yale Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXG and the CUSIP is 464287333. A total of 80 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Mount Yale Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$953,000
-26.4%
11,901
-27.9%
0.10%
-33.6%
Q3 2021$1,295,000
-6.6%
16,514
-7.6%
0.15%
-11.3%
Q2 2021$1,387,000
+470.8%
17,874
+371.0%
0.17%
+265.2%
Q2 2018$243,0003,7950.05%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
Newfound Research LLC 91,405$6,099,0003.49%
Cambria Investment Management, L.P. 70,750$4,720,0000.73%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 107,262$7,157,0000.60%
Merriman Wealth Management, LLC 37,200$2,482,0000.59%
Perella Weinberg Partners Capital Management LP 101,976$6,804,0000.57%
WRAPMANAGER INC 21,178$1,413,0000.48%
Telos Capital Management, Inc. 18,529$1,236,0000.48%
JUNCTURE WEALTH STRATEGIES, LLC 11,543$770,0000.43%
Arete Wealth Advisors, LLC 11,720$782,0000.31%
AVIANCE CAPITAL MANAGEMENT, LLC 67,346$4,493,0000.31%
View complete list of ISHARES TR shareholders