AFFINITY WEALTH MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 524 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.94 and the average weighting 0.3%.

Quarter-by-quarter ownership
AFFINITY WEALTH MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$249,000
-0.8%
1,100
-4.0%
0.10%
-2.0%
Q1 2019$251,000
-2.3%
1,146
-14.7%
0.10%
-35.9%
Q4 2018$257,000
-68.5%
1,343
-67.1%
0.16%
-38.6%
Q3 2017$815,000
+100.7%
4,086
+98.0%
0.25%
-1.2%
Q2 2017$406,000
+0.5%
2,064
-2.6%
0.26%
+13.7%
Q1 2017$404,000
-17.4%
2,119
-21.1%
0.23%
-18.4%
Q4 2016$489,000
-39.0%
2,684
-41.4%
0.28%
-46.8%
Q3 2016$801,000
-23.2%
4,582
-25.7%
0.52%
-26.7%
Q2 2016$1,043,000
-22.9%
6,166
-25.8%
0.71%
-14.4%
Q1 2016$1,352,000
-85.3%
8,313
-85.5%
0.83%
-86.3%
Q4 2015$9,218,000
+17.5%
57,270
+14.7%
6.07%
-22.8%
Q3 2015$7,844,000
-36.4%
49,930
-31.4%
7.86%
-1.8%
Q2 2015$12,330,000
+36.0%
72,748
+37.7%
8.00%
+50.0%
Q1 2015$9,063,000
+6.3%
52,842
-1.1%
5.33%
-21.8%
Q4 2014$8,527,000
-38.8%
53,404
-39.8%
6.82%
-48.8%
Q2 2014$13,942,000
+21.2%
88,756
+7.3%
13.33%
+166.5%
Q3 2013$11,508,000
+5.7%
82,723
-2.1%
5.00%
-0.7%
Q2 2013$10,883,00084,4765.04%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
McAlister, Sweet & Associates, Inc. 48,834$3,868,6293.59%
Dentgroup LLC 6,245$494,7210.44%
Harbour Capital Advisors, LLC 10,180$783,0460.22%
Bromfield Sneider Wealth Advisors 2,984$236,3890.16%
Montecito Bank & Trust 8,946$708,7020.15%
DOLIVER ADVISORS, LP 5,486$434,6010.13%
BENNETT SELBY INVESTMENTS LP 3,210$254,2960.13%
High Net Worth Advisory Group LLC 3,080$243,9980.09%
FC Advisory LLC 2,732$216,4130.08%
Founders Capital Management 1,126$89,2020.06%
View complete list of ISHARES TR shareholders