ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 197 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.79 and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,477,020
-4.8%
60,034
-14.1%
0.00%0.0%
Q2 2023$2,602,438
-3.0%
69,920
-1.6%
0.00%0.0%
Q1 2023$2,682,409
-36.7%
71,038
-34.7%
0.00%
-50.0%
Q4 2022$4,240,395
-8.2%
108,756
-21.5%
0.00%
-33.3%
Q3 2022$4,617,000
-55.6%
138,529
-54.9%
0.00%
-50.0%
Q2 2022$10,399,000
-40.4%
306,925
-36.4%
0.01%
-33.3%
Q1 2022$17,436,000
-10.7%
482,330
-32.1%
0.01%
-10.0%
Q4 2021$19,532,000
+3.9%
710,011
+1.4%
0.01%0.0%
Q3 2021$18,806,000
+5.2%
700,421
+4.2%
0.01%0.0%
Q2 2021$17,868,000
+5.8%
671,982
-1.9%
0.01%
-9.1%
Q1 2021$16,882,000
+33.0%
684,885
+9.6%
0.01%
+10.0%
Q4 2020$12,697,000
+5.5%
625,137
-14.8%
0.01%
-9.1%
Q3 2020$12,036,000
-15.8%
733,887
+0.3%
0.01%
-21.4%
Q2 2020$14,297,000
+58.1%
731,696
+36.7%
0.01%
+27.3%
Q1 2020$9,041,000
+2574.9%
535,261
+4789.6%
0.01%
Q4 2019$338,000
-1.2%
10,947
-2.2%
0.00%
Q3 2019$342,000
-90.7%
11,196
-90.1%
0.00%
-100.0%
Q2 2019$3,682,000
-11.7%
113,390
-8.4%
0.01%
-16.7%
Q1 2019$4,172,000
+19.0%
123,793
+3.6%
0.01%
+20.0%
Q4 2018$3,507,000
-28.3%
119,500
-7.9%
0.01%
-37.5%
Q3 2018$4,894,000
-17.1%
129,732
-17.8%
0.01%
-38.5%
Q2 2018$5,900,000
+16.2%
157,839
+14.3%
0.01%
-7.1%
Q1 2018$5,077,000
+301.3%
138,126
+288.0%
0.01%
+366.7%
Q4 2017$1,265,000
+83.1%
35,599
+75.0%
0.00%
+50.0%
Q3 2017$691,000
-5.7%
20,348
-13.8%
0.00%0.0%
Q2 2017$733,000
-36.8%
23,618
-32.4%
0.00%
-50.0%
Q1 2017$1,160,000
-83.9%
34,936
-83.1%
0.00%
-84.6%
Q4 2016$7,207,000
-52.5%
207,070
-55.1%
0.03%
-55.9%
Q3 2016$15,173,000
+1.4%
461,608
-0.4%
0.06%
-1.7%
Q2 2016$14,969,000
+11.4%
463,291
+1.8%
0.06%
+3.4%
Q1 2016$13,433,000
+6.5%
455,202
+1.2%
0.06%
+1.8%
Q4 2015$12,612,000
+1035.2%
449,961
+1062.3%
0.06%
+850.0%
Q3 2015$1,111,000
-20.7%
38,714
-3.4%
0.01%
-14.3%
Q2 2015$1,401,0000.0%40,061
+2.0%
0.01%0.0%
Q1 2015$1,401,000
-56.7%
39,283
-54.9%
0.01%
-78.8%
Q4 2014$3,238,000
-30.0%
87,068
-17.5%
0.03%
-29.8%
Q3 2014$4,628,000
-4.6%
105,569
+5.6%
0.05%
-6.0%
Q2 2014$4,853,000
+772.8%
100,012
+687.8%
0.05%
+733.3%
Q1 2014$556,000
-0.4%
12,695
-1.7%
0.01%0.0%
Q4 2013$558,000
+25.4%
12,918
+19.0%
0.01%
+20.0%
Q3 2013$445,000
-2.8%
10,857
-9.3%
0.01%
-16.7%
Q2 2013$458,00011,9660.01%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Verger Capital Management LLC 346,646$14,302,60612.64%
Versant Capital Management, Inc 375,069$15,475,3514.92%
Sterling Manor Financial, LLC 95,582$3,943,7143.57%
MFA WEALTH ADVISORS, LLC 237,163$9,785,3363.04%
ONE PLUS ONE WEALTH MANAGEMENT, LLC 108,770$4,487,8502.92%
Buttonwood Financial Group, LLC 87,245$3,524,7002.57%
Van Cleef Asset Management,Inc 306,179$12,632,9461.99%
Ayalon Insurance Comp Ltd. 108,710$4,4851.89%
Parcion Private Wealth LLC 405,399$16,726,7541.74%
Derbend Asset Management 54,785$2,260,4251.54%
View complete list of ISHARES TR shareholders