LAKE STREET PRIVATE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
LAKE STREET PRIVATE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$202,831
-4.7%
1,938
-1.4%
0.04%
-2.7%
Q2 2023$212,868
-4.5%
1,965
-1.8%
0.04%
-7.5%
Q1 2022$223,000
-10.1%
2,002
-4.8%
0.04%
-9.1%
Q4 2021$248,000
+9.3%
2,102
-0.0%
0.04%
-20.0%
Q3 2021$227,000
-0.4%
2,1030.0%0.06%
-5.2%
Q2 2021$228,000
+9.6%
2,103
+0.8%
0.06%
+1.8%
Q1 2021$208,000
+2.5%
2,087
-3.2%
0.06%
-3.4%
Q4 2020$203,000
-2.4%
2,157
+72.7%
0.06%
-15.7%
Q3 2020$208,000
+1.0%
1,249
-7.4%
0.07%
-7.9%
Q2 2020$206,000
-19.2%
1,349
-33.3%
0.08%
-34.5%
Q1 2020$255,000
-18.8%
2,024
+2.8%
0.12%
-3.3%
Q4 2019$314,000
+6.1%
1,969
-2.0%
0.12%
-11.1%
Q3 2019$296,0002,0090.14%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 36,576$4,262,2242.11%
Capital Investment Advisors, LLC 3,282$382,4600.01%
Anchor Investment Management, LLC 257$29,9480.00%
ST GERMAIN D J CO INC 364$42,4170.00%
COUNTRY TRUST BANK 54$6,2930.00%
View complete list of ISHARES TR shareholders