ASSETMARK, INC - ISHARES TR ownership

ISHARES TR's ticker is IEZ and the CUSIP is 464288844. A total of 56 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.39 and the average weighting 0.1%.

Quarter-by-quarter ownership
ASSETMARK, INC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$9,000
-10.0%
7250.0%0.00%
Q3 2021$10,000
-9.1%
7250.0%0.00%
Q2 2021$11,000
-100.0%
725
-100.0%
0.00%
-100.0%
Q1 2021$77,580,000
+323150.0%
5,785,206
+209357.1%
0.40%
Q2 2020$24,000
+2300.0%
2,762
+16147.1%
0.00%
Q4 2016$1,000170.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 75,990$1,528,9141.40%
St. Louis Financial Planners Asset Management, LLC 28,821$579,8770.58%
Van Cleef Asset Management,Inc 187,314$3,768,7580.58%
Milestone Advisory Partners 16,590$333,7910.30%
SUMMIT FINANCIAL GROUP, INC. 30,290$609,4340.24%
Kingsview Wealth Management, LLC 104,227$2,097,0410.08%
NTV ASSET MANAGEMENT LLC 21,905$440,7290.08%
Apeiron RIA LLC 9,956$200,3150.07%
SeaCrest Wealth Management, LLC 25,778$518,6530.06%
Executive Wealth Management, LLC 23,526$473,3580.05%
View complete list of ISHARES TR shareholders