MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 189 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$562,000
+6.6%
3,680
+5.1%
0.04%
+8.6%
Q2 2021$527,000
+10.7%
3,500
-1.1%
0.04%0.0%
Q1 2021$476,000
+70.0%
3,540
+68.5%
0.04%
+66.7%
Q4 2020$280,000
+6.5%
2,1010.0%0.02%
-8.7%
Q3 2020$263,0002,1010.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
SURIENCE PRIVATE WEALTH LLC 67,834$10,434,90420.21%
First Citizens Asset Management, Inc. 257,913$39,674,76516.86%
FIRST CITIZENS BANK & TRUST CO 4,460,656$686,182,71213.36%
SOA Wealth Advisors, LLC. 310,727$47,799,15711.88%
Simplicity Wealth,LLC 111,928$17,217,87710.08%
Kingdom Financial Group LLC. 65,691$10,105,2469.52%
Baystate Wealth Management LLC 680,054$104,612,7088.62%
Intelligence Driven Advisers, LLC 310,732$48,101,3658.54%
Cosner Financial Group, LLC 57,410$8,831,3807.78%
Aspire Capital Advisors LLC 104,405$16,060,6167.31%
View complete list of ISHARES TR shareholders