MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 153 filers reported holding ISHARES TR in Q3 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 Q3 2020
NameSharesValueWeighting ↓
Sterling Investment Advisors, Ltd. 61,740$7,911,0002.24%
Lowe Wealth Advisors, LLC 41,894$4,665,0002.11%
Sage Investment Advisers LLC 12,993$1,447,0001.92%
Townsend & Associates, Inc 24,837$2,733,0001.26%
Avondale Wealth Management 8,674$966,0001.14%
Ballew Advisors, Inc 9,085$992,0000.76%
Mathes Company, Inc. 17,100$1,904,0000.74%
Mine & Arao Wealth Creation & Management, LLC. 11,213$1,249,0000.73%
IBEX WEALTH ADVISORS 31,378$3,494,0000.67%
WASHBURN CAPITAL MANAGEMENT, INC. 8,993$1,001,0000.66%
View complete list of ISHARES TR shareholders