Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IGE and the CUSIP is 464287374. A total of 111 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
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,830
+7.1%
440.0%0.00%
Q2 2023$1,708
-0.9%
440.0%0.00%
Q1 2023$1,723
-3.7%
440.0%0.00%
Q4 2022$1,789
-10.6%
440.0%0.00%
Q3 2022$2,0000.0%440.0%0.00%
Q2 2022$2,0000.0%440.0%0.00%
Q1 2022$2,000
+100.0%
440.0%0.00%
Q4 2021$1,0000.0%440.0%0.00%
Q3 2021$1,0000.0%440.0%0.00%
Q2 2021$1,0000.0%440.0%0.00%
Q1 2021$1,000
-66.7%
44
-71.2%
0.00%
Q4 2020$3,0000.0%1530.0%0.00%
Q3 2020$3,000
-50.0%
153
-48.5%
0.00%
Q2 2020$6,000
+100.0%
297
+58.0%
0.00%
Q1 2020$3,000
+200.0%
188
+327.3%
0.00%
Q4 2019$1,0000.0%440.0%0.00%
Q3 2019$1,0000.0%440.0%0.00%
Q2 2019$1,0000.0%440.0%0.00%
Q1 2019$1,0000.0%440.0%0.00%
Q4 2018$1,000
-93.3%
44
-63.3%
0.00%
-100.0%
Q3 2018$15,000
+650.0%
120
+172.7%
0.00%
Q2 2018$2,000
+100.0%
440.0%0.00%
Q1 2018$1,000
-50.0%
440.0%0.00%
Q4 2017$2,000
+100.0%
440.0%0.00%
Q2 2017$1,000
-50.0%
440.0%0.00%
Q1 2017$2,0000.0%440.0%0.00%
Q4 2016$2,0000.0%440.0%0.00%
Q3 2016$2,000
+100.0%
440.0%0.00%
Q2 2016$1,0000.0%440.0%0.00%
Q1 2016$1,0000.0%440.0%0.00%
Q4 2015$1,0000.0%440.0%0.00%
Q3 2015$1,000
-50.0%
440.0%0.00%
Q2 2015$2,0000.0%440.0%0.00%
Q1 2015$2,0000.0%440.0%0.00%
Q4 2014$2,0000.0%440.0%0.00%
Q3 2014$2,0000.0%440.0%0.00%
Q2 2014$2,0000.0%440.0%0.00%
Q1 2014$2,0000.0%440.0%0.00%
-100.0%
Q4 2013$2,0000.0%440.0%0.00%0.0%
Q3 2013$2,000
-80.0%
44
-82.9%
0.00%
-75.0%
Q2 2013$10,0002580.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Mercer Investments LLC 75,967$2,800,144,00036.79%
AVALON CAPITAL MANAGEMENT 217,833$8,029,0007.98%
M Financial Asset Management, Inc. 9,329$345,0004.65%
Family Firm, Inc. 270,058$9,954,0003.73%
MOLLER WEALTH PARTNERS 146,042$5,383,0002.09%
INTERACTIVE FINANCIAL ADVISORS, INC. 63,856$2,354,0001.11%
Cetera Investment Advisers 160,201$5,896,0001.04%
M Holdings Securities, Inc. 92,990$3,428,0000.94%
Rampart Investment Management Company, LLC 188,781$6,958,0000.68%
Courage Miller Partners, LLC 30,195$1,112,0000.66%
View complete list of ISHARES TR shareholders