Laird Norton Wetherby Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 332 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 1.22 and the average weighting 0.3%.

Quarter-by-quarter ownership
Laird Norton Wetherby Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$531,481
+91.3%
12,019
+89.0%
0.03%
+100.0%
Q2 2023$277,889
+11.0%
6,3590.0%0.02%0.0%
Q1 2023$250,291
-32.2%
6,359
-28.1%
0.02%
-37.5%
Q4 2022$369,024
+42.5%
8,841
+39.0%
0.02%
+33.3%
Q3 2022$259,000
+3.6%
6,3590.0%0.02%
+5.9%
Q2 2022$250,000
-11.7%
6,3590.0%0.02%
+6.2%
Q1 2022$283,000
-2.7%
6,3590.0%0.02%0.0%
Q4 2021$291,000
-6.1%
6,3590.0%0.02%
-15.8%
Q3 2021$310,000
+10.3%
6,3590.0%0.02%
+11.8%
Q2 2021$281,000
+4.9%
6,3590.0%0.02%
-15.0%
Q1 2021$268,0006,3590.02%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders