ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is SIZE and the CUSIP is 46432F370. A total of 81 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$20,184,443
-12.7%
171,958
-8.7%
0.01%
-10.0%
Q2 2023$23,111,097
+8.5%
188,293
+4.2%
0.01%0.0%
Q1 2023$21,297,306
+8.3%
180,700
+4.5%
0.01%0.0%
Q4 2022$19,667,631
+11.8%
172,935
+2.5%
0.01%0.0%
Q3 2022$17,592,000
-0.8%
168,760
+4.8%
0.01%0.0%
Q2 2022$17,726,000
-8.8%
161,105
+8.0%
0.01%0.0%
Q1 2022$19,439,000
+63.3%
149,154
+72.0%
0.01%
+66.7%
Q4 2021$11,906,000
-29.6%
86,742
-34.5%
0.01%
-33.3%
Q3 2021$16,911,000
+11.0%
132,425
+12.5%
0.01%0.0%
Q2 2021$15,236,000
+12.8%
117,726
+4.7%
0.01%0.0%
Q1 2021$13,508,000
+122.4%
112,493
+105.9%
0.01%
+80.0%
Q4 2020$6,075,000
+2.7%
54,643
-13.4%
0.01%0.0%
Q3 2020$5,916,000
+9.2%
63,090
+2.0%
0.01%0.0%
Q2 2020$5,418,000
-97.6%
61,856
-98.1%
0.01%
-98.1%
Q1 2020$226,505,000
-51.8%
3,173,177
-34.2%
0.27%
-46.0%
Q4 2019$469,948,000
+232547.5%
4,824,436
+182574.6%
0.50%
Q4 2018$202,0002,6410.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Trinity Wealth Management, LLC 107,041$12,564,4337.79%
G&S Capital LLC 8,876$1,041,8920.53%
CLIENT 1ST ADVISORY GROUP, LLC 3,971$466,1160.25%
BCGM Wealth Management, LLC 3,187$374,0700.17%
TKG Advisors, LLC 2,021$237,2240.16%
Bison Wealth, LLC 5,055$593,3220.12%
MA Private Wealth 3,218$377,7520.09%
Keystone Financial Group 4,382$514,3580.09%
Wharton Business Group, LLC 12,810$1,5040.08%
Cypress Wealth Services, LLC 1,903$223,3630.06%
View complete list of ISHARES TR shareholders