Brinker Capital Investments, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 299 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Brinker Capital Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$413,000
-6.1%
11,201
+0.3%
0.01%0.0%
Q4 2021$440,000
+7.6%
11,170
+3.6%
0.01%0.0%
Q3 2021$409,000
-5.1%
10,786
-3.5%
0.01%0.0%
Q2 2021$431,000
-2.9%
11,178
-8.2%
0.01%
-14.3%
Q1 2021$444,000
+0.9%
12,180
-1.2%
0.01%0.0%
Q4 2020$440,000
+10.6%
12,327
-3.0%
0.01%0.0%
Q3 2020$398,000
-6.4%
12,709
-12.0%
0.01%
-61.1%
Q2 2020$425,000
-0.5%
14,436
-12.7%
0.02%
-10.0%
Q1 2020$427,000
+34.3%
16,537
+68.0%
0.02%
+81.8%
Q4 2019$318,000
+9.7%
9,846
+0.9%
0.01%
+10.0%
Q3 2019$290,000
-9.1%
9,761
-7.5%
0.01%0.0%
Q2 2019$319,000
-15.2%
10,552
-18.1%
0.01%
-16.7%
Q1 2019$376,000
-27.6%
12,881
-35.9%
0.01%
-33.3%
Q4 2018$519,000
-82.0%
20,108
-79.4%
0.02%
-80.0%
Q3 2018$2,890,000
-54.6%
97,816
-55.8%
0.09%
-55.7%
Q2 2018$6,369,000
+1281.6%
221,546
+1306.6%
0.20%
+1253.3%
Q1 2018$461,000
-7.4%
15,751
-6.1%
0.02%
-6.2%
Q4 2017$498,00016,7820.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Valence8 US LP 872,673$34,610,21118.05%
Silver Coast Investments LLC 835,478$33,135,05813.54%
49 WEALTH MANAGEMENT, LLC 1,204,363$47,668,70210.22%
Financial Strategies Group, Inc. 960,006$37,709,05010.13%
Cook Wealth, LLC 370,341$14,161,8308.52%
ENZI WEALTH 461,193$17,626,7858.28%
Longview Financial Advisors, Inc. 277,934$11,022,8568.27%
Unison Advisors LLC 2,092,366$82,983,2178.19%
Interchange Capital Partners, LLC 277,962$11,014,4347.43%
TOBIAS FINANCIAL ADVISORS, INC. 774,256$30,706,9846.96%
View complete list of ISHARES TR shareholders