MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 147 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$458,0000.0%4,243
+0.0%
0.03%0.0%
Q2 2021$458,000
+9.8%
4,242
+1.5%
0.03%
+3.3%
Q1 2021$417,000
+5.0%
4,181
-0.7%
0.03%0.0%
Q4 2020$397,000
+7.0%
4,210
+100.2%
0.03%
-6.2%
Q3 2020$371,000
+15.2%
2,103
+0.1%
0.03%
+3.2%
Q2 2020$322,000
+38.2%
2,101
+13.9%
0.03%
+14.8%
Q1 2020$233,000
-20.7%
1,845
+0.1%
0.03%0.0%
Q4 2019$294,000
-3.9%
1,844
-11.2%
0.03%
-18.2%
Q3 2019$306,000
+7.4%
2,076
+6.4%
0.03%
+10.0%
Q2 2019$285,000
+19.2%
1,951
+15.4%
0.03%
+15.4%
Q1 2019$239,000
+13.8%
1,690
+0.1%
0.03%0.0%
Q4 2018$210,0001,6890.03%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 38,992$3,420,0002.01%
Sage Investment Advisers LLC 12,009$1,053,0001.66%
Kalos Management, Inc. 5,833$539,0001.33%
Vahanian & Associates Financial Planning Inc. 4,195$368,0001.27%
Townsend & Associates, Inc 29,179$2,728,0001.26%
Mathes Company, Inc. 17,000$1,491,0000.83%
Mine & Arao Wealth Creation & Management, LLC. 11,273$989,0000.73%
Ballew Advisors, Inc 9,085$803,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 8,121$712,0000.68%
Savant Capital, LLC 173,989$15,259,0000.48%
View complete list of ISHARES TR shareholders