Gradient Investments LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$14,394
-2.1%
3360.0%0.00%
Q1 2023$14,700
-5.9%
3360.0%0.00%
Q4 2022$15,621
+20.2%
3360.0%0.00%
Q3 2022$13,0000.0%3360.0%0.00%
Q2 2022$13,000
-7.1%
3360.0%0.00%
Q1 2022$14,000
+40.0%
3360.0%0.00%
Q4 2021$10,000
+11.1%
3360.0%0.00%
Q3 2021$9,000
-10.0%
3360.0%0.00%
Q2 2021$10,000
+11.1%
3360.0%0.00%
Q1 2021$9,000
+80.0%
336
+135.0%
0.00%
Q4 2019$5,0000.0%1430.0%0.00%
Q3 2019$5,0000.0%1430.0%0.00%
Q2 2019$5,0000.0%1430.0%0.00%
Q1 2019$5,000
+25.0%
1430.0%0.00%
Q4 2018$4,000
-33.3%
1430.0%0.00%
Q3 2018$6,0000.0%1430.0%0.00%
Q2 2018$6,000
+20.0%
1430.0%0.00%
Q1 2018$5,000
-16.7%
1430.0%0.00%
Q4 2017$6,000
+20.0%
1430.0%0.00%
Q2 2017$5,000
-16.7%
1430.0%0.00%
Q1 2017$6,0000.0%1430.0%0.00%
-100.0%
Q4 2016$6,0000.0%1430.0%0.00%0.0%
Q3 2016$6,000
+20.0%
1430.0%0.00%0.0%
Q2 2016$5,0000.0%1430.0%0.00%0.0%
Q1 2016$5,0000.0%1430.0%0.00%0.0%
Q4 2015$5,0000.0%1430.0%0.00%0.0%
Q3 2015$5,0001430.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
AMG National Trust Bank 663,754$24,845,0001.72%
Summit X, LLC 65,331$2,444,0001.62%
INVESTMENT PARTNERS, LTD. 25,850$968,0000.83%
Brookstone Capital Management 184,159$6,893,0000.62%
Archford Capital Strategies, LLC 40,133$1,502,0000.56%
TWO SIGMA SECURITIES, LLC 152,914$5,724,0000.52%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,873$3,514,0000.42%
Conservest Capital Advisors, Inc. 54,154$2,027,0000.32%
United Asset Strategies, Inc. 12,950$485,0000.28%
Stonebridge Capital Advisors LLC 26,709$1,000,0000.25%
View complete list of ISHARES TR shareholders