SOLARIS ASSET MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 210 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.16 and the average weighting 0.2%.

Quarter-by-quarter ownership
SOLARIS ASSET MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$2,040,000
+0.8%
43,1550.0%1.16%
-2.3%
Q3 2017$2,023,000
+5.8%
43,1550.0%1.18%
+0.3%
Q2 2017$1,913,000
+5.9%
43,1550.0%1.18%
-0.3%
Q1 2017$1,806,000
+7.8%
43,1550.0%1.18%
+9.5%
Q4 2016$1,675,000
-2.9%
43,155
-1.5%
1.08%
-0.6%
Q3 2016$1,725,00043,7951.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Spectrum Asset Management, Inc. (NB/CA) 90,793$3,431,0004.05%
Stelac Advisory Services LLC 272,864$10,312,0003.16%
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD 67,243$2,541,0002.44%
CKW FINANCIAL GROUP 169,232$6,395,0002.28%
Round Table Services, LLC 101,511$3,836,0002.16%
Palisades Hudson Asset Management, L.P. 58,177$2,199,0001.79%
Lattice Strategies LLC 55,806$2,109,0001.65%
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD 116,284$4,394,0001.58%
Risk Paradigm Group, LLC 25,404$960,017,0001.30%
Ironwood Financial, llc 37,814$1,429,0001.07%
View complete list of ISHARES TR shareholders