J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 489 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 5.11 and the average weighting 0.9%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,235,570
-5.1%
10,919
-3.3%
0.09%
-2.2%
Q2 2023$1,301,963
-12.0%
11,296
-10.2%
0.09%
-11.4%
Q1 2023$1,479,953
+12.4%
12,579
+9.7%
0.10%
+4.0%
Q4 2022$1,316,918
+2.0%
11,462
+1.4%
0.10%
-6.5%
Q3 2022$1,291,000
+5.4%
11,299
+10.1%
0.11%
+10.2%
Q2 2022$1,225,000
+1.3%
10,267
+3.6%
0.10%
+21.0%
Q1 2022$1,209,000
-12.1%
9,906
-7.3%
0.08%
-10.0%
Q4 2021$1,375,000
-5.6%
10,687
-4.2%
0.09%
-21.7%
Q2 2021$1,457,000
-31.5%
11,161
-31.8%
0.12%
-43.9%
Q1 2021$2,126,000
+52.9%
16,368
+56.6%
0.20%
+42.4%
Q4 2020$1,390,000
-16.8%
10,452
-16.4%
0.14%
+12.5%
Q3 2020$1,670,000
-26.3%
12,498
-26.3%
0.13%
-62.5%
Q2 2020$2,267,000
+825.3%
16,961
+824.3%
0.34%
-27.9%
Q1 2020$245,000
-85.0%
1,835
-85.9%
0.47%
+129.6%
Q4 2019$1,637,00013,0220.21%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 950,466$116,004,00017.42%
Alhambra Investment Management LLC 158,275$19,317,00012.78%
Gould Capital, LLC 100,344$12,247,0008.80%
Rain Capital Management, LLC 77,105$9,410,0008.26%
Schoolcraft Capital LLC 213,138$26,013,5218.01%
SNS Financial Group, LLC 588,278$71,799,0007.97%
Kensington Asset Management, LLC 368,900$45,024,2457.85%
SBB Research Group LLC 282,035$34,422,0007.43%
Counterpoint Mutual Funds LLC 78,126$9,535,0007.36%
PROFFITT & GOODSON INC 314,261$38,356,0006.96%
View complete list of ISHARES TR shareholders