Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 325 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$240,000
-12.7%
4,935
-27.8%
0.02%
-40.0%
Q4 2020$275,000
-19.1%
6,832
-32.0%
0.03%
-18.9%
Q3 2020$340,000
-54.4%
10,044
-52.6%
0.04%
-43.9%
Q4 2019$746,000
-42.4%
21,212
-43.2%
0.07%
-18.5%
Q3 2018$1,295,000
-27.5%
37,349
-24.6%
0.08%
-11.0%
Q4 2017$1,786,000
-21.2%
49,502
-31.3%
0.09%
-31.1%
Q1 2017$2,267,000
-12.9%
72,004
-22.7%
0.13%
-25.4%
Q2 2016$2,602,000
+149.2%
93,188
+165.4%
0.18%
+0.6%
Q2 2014$1,044,00035,1110.18%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders