MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 183 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

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 2021
NameSharesValueWeighting ↓
Townsend & Associates, Inc 235,529$22,215,00016.18%
Lowe Wealth Advisors, LLC 45,504$4,292,0002.18%
Savant Capital, LLC 194,243$18,321,0001.07%
Sterling Investment Advisors, Ltd. 32,037$3,081,0001.05%
IBEX WEALTH ADVISORS 30,886$2,913,0000.76%
Mine & Arao Wealth Creation & Management, LLC. 10,727$1,012,0000.73%
Ballew Advisors, Inc 9,761$935,0000.72%
WASHBURN CAPITAL MANAGEMENT, INC. 10,718$1,011,0000.70%
Mathes Company, Inc. 17,260$1,628,0000.66%
TrinityPoint Wealth, LLC 24,867$2,410,0000.58%
View complete list of ISHARES TR shareholders