ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 93 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$156,904,079
-31.8%
4,526,950
-29.3%
0.07%
-29.4%
Q2 2023$230,121,569
+8.2%
6,401,156
-0.5%
0.10%0.0%
Q1 2023$212,701,390
+6.9%
6,431,853
-0.9%
0.10%
-1.0%
Q4 2022$198,923,455
+9.6%
6,488,045
+0.1%
0.10%
-1.0%
Q3 2022$181,575,000
-4.5%
6,480,191
+1.8%
0.10%
-1.9%
Q2 2022$190,195,000
-33.2%
6,367,427
-20.2%
0.11%
-25.9%
Q1 2022$284,875,000
-0.3%
7,981,924
+10.2%
0.14%
+1.4%
Q4 2021$285,796,000
+25.7%
7,246,332
+15.2%
0.14%
+12.8%
Q3 2021$227,285,000
+79.0%
6,292,503
+79.9%
0.12%
+73.6%
Q2 2021$126,996,000
+45.3%
3,498,313
+32.8%
0.07%
+26.3%
Q1 2021$87,396,000
+55.5%
2,635,062
+46.8%
0.06%
+35.7%
Q4 2020$56,204,0001,795,0830.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 127,852$4,618,0001.35%
Goodwin Investment Advisory 23,575$854,0000.83%
Horst & Graben Wealth Management LLC 68,686$2,481,0000.68%
Capital CS Group, LLC 15,222$555,0000.52%
Sharkey, Howes & Javer 43,421$1,568,0000.40%
SPINNAKER TRUST 155,651$5,622,0000.39%
Opes Wealth Management LLC 25,340$915,0000.32%
55I, LLC 286,461$10,347,0000.31%
Northstar Advisory Group, LLC 8,381$303,0000.30%
Spectrum Planning & Advisory Services Inc. 8,381$303,0000.30%
View complete list of ISHARES TR shareholders