AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 137 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 4.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
AFFINITY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$223,000
-5.9%
1,824
-1.3%
0.04%
-8.2%
Q4 2021$237,000
-98.9%
1,848
-97.8%
0.05%
-98.8%
Q2 2021$21,432,000
+1.0%
83,414
+1.6%
4.26%
-1.9%
Q1 2021$21,230,000
+19.2%
82,094
+4.9%
4.34%
+15.4%
Q4 2020$17,810,000
+77.0%
78,232
+60.6%
3.76%
+38.7%
Q3 2020$10,063,000
-8.5%
48,704
-27.9%
2.71%
-56.4%
Q4 2016$10,999,000
+150.1%
67,547
+118.7%
6.22%
+130.2%
Q1 2016$4,398,000
+5.6%
30,879
-0.1%
2.70%
-1.4%
Q4 2015$4,163,000
-16.9%
30,897
-13.7%
2.74%
-45.4%
Q3 2015$5,010,000
-46.3%
35,808
-44.3%
5.02%
-17.0%
Q2 2015$9,323,000
-30.8%
64,309
-25.3%
6.05%
-23.7%
Q1 2015$13,475,000
+7.3%
86,036
+12.4%
7.93%
-21.1%
Q4 2014$12,559,00076,54810.05%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
Arlington Capital Management, Inc. 77,367$12,694,00010.74%
AFFINITY WEALTH MANAGEMENT LLC 76,548$12,559,00010.05%
Winch Advisory Services, LLC 63,299$10,385,0005.66%
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management) 346,000$56,768,0005.16%
PACIFIC FINANCIAL GROUP INC 86,737$14,231,0004.21%
TOEWS CORP /ADV 1,771$291,0004.01%
Karp Capital Management Corp 30,008$4,940,0003.60%
CHARTIST INC /CA/ 45,550$7,447,0003.48%
Clal Insurance Enterprises Holdings Ltd 866,280$142,257,0003.40%
FundX Investment Group, LLC 62,884$10,317,0003.10%
View complete list of ISHARES TR shareholders