Litman Gregory Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 279 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.00 and the average weighting 0.3%.

Quarter-by-quarter ownership
Litman Gregory Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$402,991
-5.6%
8,1150.0%0.04%
-20.8%
Q2 2023$427,092
+4.9%
8,115
-5.4%
0.05%
-7.0%
Q4 2022$407,265
+15.7%
8,574
-3.8%
0.06%
+1.8%
Q3 2022$352,000
-12.2%
8,9130.0%0.06%
-5.1%
Q2 2022$401,000
-22.6%
8,9130.0%0.06%
-33.0%
Q4 2021$518,000
+3.6%
8,9130.0%0.09%
-6.4%
Q3 2021$500,000
-2.2%
8,913
+1644.2%
0.09%
-1.1%
Q2 2021$511,000
+6.2%
511
-94.3%
0.10%
+1.1%
Q1 2021$481,000
+3.2%
8,913
-1.9%
0.09%
+9.3%
Q4 2020$466,000
-9.5%
9,081
-21.2%
0.09%
-18.9%
Q3 2020$515,000
-34.5%
11,526
-37.3%
0.11%
-39.1%
Q2 2020$786,000
-89.9%
18,374
-91.2%
0.17%
-91.1%
Q1 2020$7,764,000
-49.6%
209,394
-32.2%
1.95%
-43.1%
Q4 2019$15,402,000
+6.8%
308,836
-2.1%
3.43%
-2.9%
Q3 2019$14,425,000
-8.7%
315,371
-7.0%
3.53%
-15.4%
Q2 2019$15,808,000
-6.1%
339,218
-7.5%
4.17%
-9.0%
Q1 2019$16,826,000
+10.1%
366,825
-0.8%
4.58%
-2.3%
Q4 2018$15,282,000
+147.2%
369,754
+186.8%
4.69%
+125.0%
Q3 2018$6,183,000
+8.0%
128,930
+7.2%
2.08%
-7.5%
Q2 2018$5,723,000
+17.3%
120,276
+22.5%
2.25%
+13.4%
Q1 2018$4,880,000
-95.1%
98,224
+1874.0%
1.99%
-93.3%
Q4 2017$99,174,000
+1895.9%
4,976
-95.0%
29.83%
+1130.1%
Q3 2017$4,969,000
+3.3%
100,029
-2.5%
2.42%
-11.3%
Q2 2017$4,808,000
+6.0%
102,588
-0.5%
2.73%
-2.7%
Q1 2017$4,535,000
+5.3%
103,149
-2.6%
2.81%
-3.0%
Q4 2016$4,308,000
+52.9%
105,870
+55.4%
2.90%
+41.2%
Q3 2016$2,818,000
-9.4%
68,121
-13.5%
2.05%
-17.0%
Q2 2016$3,111,000
+28.6%
78,791
+33.8%
2.47%
+29.2%
Q1 2016$2,419,000
-53.2%
58,877
-51.9%
1.91%
-48.7%
Q4 2015$5,170,000122,3993.72%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Israel Discount Bank of New York 245,585$9,711,0008.02%
GenTrust, LLC 1,808,720$71,517,0006.18%
Elm Partners Management LLC 827,804$32,731,0004.42%
Palisades Hudson Asset Management, L.P. 167,456$6,621,0004.01%
AIA Group Ltd 1,531,900$60,571,0003.97%
Consilium Wealth Advisory, LLC 86,706$3,428,0003.82%
FIRST INTERSTATE BANK 1,131,241$44,729,0003.61%
Blue Edge Capital, LLC 305,303$12,071,681,0002.99%
Ameraudi Asset Management, Inc. 117,410$4,642,0002.09%
Metis Global Partners, LLC 264,510$10,459,0001.68%
View complete list of ISHARES TR shareholders