STRATEGIC WEALTH MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 124 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 2.13 and the average weighting 0.2%.

Quarter-by-quarter ownership
STRATEGIC WEALTH MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2019$4,000,000
+13.2%
21,257
+12.6%
3.10%
-4.4%
Q1 2019$3,535,000
+13.5%
18,8770.0%3.25%
+14.6%
Q4 2018$3,115,000
-19.3%
18,8770.0%2.83%
-13.4%
Q3 2018$3,861,000
+9.8%
18,8770.0%3.27%
+4.4%
Q2 2018$3,515,000
+2.8%
18,877
+3.3%
3.13%
+8.4%
Q1 2018$3,418,000
-2.4%
18,2770.0%2.89%
-17.8%
Q4 2017$3,502,000
+7.7%
18,277
+0.3%
3.52%
-22.1%
Q3 2017$3,253,000
+0.9%
18,230
-2.7%
4.51%
-17.2%
Q2 2017$3,225,000
+7.3%
18,745
+2.3%
5.45%
+33.4%
Q1 2017$3,005,000
+6.5%
18,325
+5.8%
4.09%
+41.1%
Q4 2016$2,821,000
-41.7%
17,325
-49.0%
2.90%
-71.9%
Q1 2016$4,842,000
+125.6%
34,000
+132.9%
10.32%
+369.1%
Q2 2014$2,146,000
+13.2%
14,600
+4.3%
2.20%
+24.3%
Q1 2014$1,896,00014,0001.77%
Other shareholders
ISHARES TR shareholders Q3 2017
NameSharesValueWeighting ↓
Marks Wealth, LLC 54,808$14,120,0004.64%
TOBIAS FINANCIAL ADVISORS, INC. 41,712$10,746,0004.56%
AFFINITY WEALTH MANAGEMENT LLC 82,094$21,230,0004.34%
Paragon Wealth Strategies, LLC 54,322$13,995,0004.26%
Cadent Capital Advisors, LLC 36,411$9,381,0004.16%
WASHBURN CAPITAL MANAGEMENT, INC. 21,687$5,587,0003.79%
MinichMacGregor Wealth Management, LLC 38,945$10,033,0003.75%
Kesler, Norman & Wride, LLC 30,063$7,745,0001.92%
Migdal Insurance & Financial Holdings Ltd. 728,000$187,555,0001.89%
Richard Bernstein Advisors LLC 234,500$60,414,0001.38%
View complete list of ISHARES TR shareholders