AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 122 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 0.93 and the average weighting 0.2%.

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 Q1 2017
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 30,105$5,637,0003.45%
STRATEGIC WEALTH MANAGEMENT INC 18,277$3,418,0002.89%
TOTH FINANCIAL ADVISORY CORP 44,238$8,274,0002.01%
Clarus Wealth Advisors 6,888$1,288,0001.19%
Sage Capital Advisors,llc 6,009$1,124,0000.80%
FIRST UNITED BANK & TRUST 4,419$826,0000.54%
NVWM, LLC 3,935$721,0000.52%
BAROMETER CAPITAL MANAGEMENT INC. 32,700$6,116,0000.52%
CHARTIST INC /CA/ 5,553$1,038,627,0000.49%
UNITED CAPITAL FINANCIAL ADVISORS, LLC 340,064$63,602,0000.48%
View complete list of ISHARES TR shareholders