Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYC and the CUSIP is 464287580. A total of 208 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$620,000
-24.3%
10,915
+0.1%
0.25%
-7.3%
Q1 2022$819,000
-15.0%
10,905
-5.0%
0.27%
-3.2%
Q4 2021$964,000
+2.6%
11,477
-5.6%
0.28%
-7.8%
Q3 2021$940,000
-5.7%
12,157
-5.3%
0.31%
-3.8%
Q2 2021$997,000
+12.1%
12,844
+229.9%
0.32%
-36.3%
Q4 2019$889,000
-48.8%
3,893
-51.3%
0.50%
-51.5%
Q3 2019$1,736,000
+41.6%
7,986
+41.9%
1.03%
+28.0%
Q2 2019$1,226,000
+48.6%
5,628
+39.4%
0.81%
+18.8%
Q1 2019$825,000
-46.5%
4,038
+373.4%
0.68%
-3.3%
Q4 2018$1,543,0008530.70%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Howard Capital Management Inc. 272,299$21,134,0004.01%
MinichMacGregor Wealth Management, LLC 137,029$10,635,0003.73%
WJ Wealth Management, LLC 15,230$1,182,0003.66%
First Citizens Financial Corp 57,824$4,488,0003.39%
IronBridge Private Wealth, LLC 72,895$5,658,0003.34%
Sage Advisory Services, Ltd.Co. 145,650$11,305,0003.10%
Quantitative Advantage, LLC 222,245$17,250,0002.98%
SPC Financial, Inc. 297,761$23,111,0002.80%
Cadent Capital Advisors, LLC 76,433$5,932,0002.47%
Stonebridge Financial Planning Group, LLC 52,774$4,167,0002.21%
View complete list of ISHARES TR shareholders