Gradient Investments LLC - ISHARES TR ownership

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ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 295 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.38 and the average weighting 0.1%.

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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$5,000–143–0.00%–
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Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Outlook Wealth Advisors, LLC 169,197$7,402,3953.29%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$13,125,0003.28%
Dentgroup LLC 78,669$3,441,7772.76%
PGIM Custom Harvest LLC 1,463,918$64,046,4112.66%
Townsend & Associates, Inc 131,567$5,863,9212.35%
SPC Financial, Inc. 408,413$17,868,0692.04%
FORTE ASSET MANAGEMENT LLC 58,207$2,546,5591.68%
COTTONWOOD CAPITAL ADVISORS, LLC 34,594$1,513,5081.39%
Foundation Wealth Management, LLC 26,229$1,147,4901.18%
Ironwood Financial, llc 74,663$3,266,4890.91%
View complete list of ISHARES TR shareholders