ASHFORD CAPITAL MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IYZ and the CUSIP is 464287713. A total of 119 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 0.10 and the average weighting 0.1%.

Quarter-by-quarter ownership
ASHFORD CAPITAL MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2019$1,310,000
-29.2%
44,043
-37.3%
0.19%
-37.0%
Q4 2018$1,850,000
-42.3%
70,216
-34.8%
0.30%
-21.7%
Q3 2018$3,204,000
+8.1%
107,722
+0.2%
0.39%
-1.0%
Q2 2018$2,963,000
+49.6%
107,454
+46.6%
0.39%
+31.2%
Q1 2018$1,980,000
+145.4%
73,290
+167.0%
0.30%
+136.5%
Q4 2017$807,00027,4480.13%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Strengthening Families & Communities, LLC 216,281$4,6071.99%
First Citizens Financial Corp 35,966$766,0760.54%
Beta Wealth Group, Inc. 42,041$895,4650.53%
Econ Financial Services Corp 26,250$559,1250.41%
PGIM Custom Harvest LLC 487,450$10,382,6850.38%
Dakota Wealth Management 401,785$8,558,0160.38%
Antonetti Capital Management LLC 10,920$233,7630.36%
First Heartland Consultants, Inc. 80,681$1,7190.22%
Family Firm, Inc. 18,526$394,6120.11%
NBT BANK N A /NY 46,841$997,7140.10%
View complete list of ISHARES TR shareholders