SHEETS SMITH WEALTH MANAGEMENT - ISHARES TR ownership

ISHARES TR's ticker is TECB and the CUSIP is 46436E502. A total of 27 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
SHEETS SMITH WEALTH MANAGEMENT ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,092,280
-2.9%
57,244
+0.5%
0.32%
+1.3%
Q2 2023$2,154,887
+0.5%
56,947
-11.8%
0.32%
-4.0%
Q1 2023$2,145,200
-10.5%
64,556
-26.4%
0.33%
-12.5%
Q4 2022$2,397,480
+10.1%
87,757
+5.4%
0.38%
+3.3%
Q3 2022$2,177,000
-3.1%
83,251
+4.2%
0.36%
-1.9%
Q2 2022$2,246,000
-15.6%
79,873
+9.5%
0.37%
+0.8%
Q1 2022$2,661,000
-7.4%
72,952
+6.3%
0.37%
+2.8%
Q4 2021$2,875,000
+2.1%
68,659
+0.1%
0.36%
-6.5%
Q3 2021$2,817,000
+2.1%
68,581
-0.5%
0.38%
+2.7%
Q2 2021$2,760,000
-6.4%
68,902
-17.4%
0.37%
-14.3%
Q1 2021$2,950,000
-17.2%
83,416
-17.7%
0.43%
-19.3%
Q4 2020$3,561,000
+11.6%
101,326
+2.0%
0.54%
-3.1%
Q3 2020$3,190,000
+214.6%
99,381
+185.4%
0.56%
+173.4%
Q2 2020$1,014,00034,8230.20%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Financial Engines Advisors L.L.C. 6,096,896$222,981,8320.59%
Consolidated Planning Corp 39,966$1,460,7570.32%
SHEETS SMITH WEALTH MANAGEMENT 57,244$2,092,2800.32%
Austin Wealth Management, LLC 22,793$911,5130.28%
BRASADA CAPITAL MANAGEMENT, LP 12,330$460,9950.11%
Sigma Planning Corp 41,528$1,517,8580.06%
Avestar Capital, LLC 8,921$326,2700.05%
Stratos Wealth Advisors, LLC 13,221$483,2320.03%
Ancora Advisors LLC 12,973$474,1630.01%
Tower Research Capital LLC (TRC) 7,360$269,0080.01%
View complete list of ISHARES TR shareholders