Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$115,000
-7.3%
3,0290.0%0.02%
+20.0%
Q1 2022$124,000
+36.3%
3,029
+0.0%
0.02%
+36.4%
Q4 2021$91,000
+5.8%
3,028
-0.0%
0.01%
+10.0%
Q3 2021$86,000
-2.3%
3,0290.0%0.01%
-16.7%
Q2 2021$88,000
+11.4%
3,029
+0.0%
0.01%
-14.3%
Q1 2021$79,000
+29.5%
3,028
-0.0%
0.01%
+16.7%
Q4 2020$61,000
+27.1%
3,029
+0.0%
0.01%
+9.1%
Q3 2020$48,000
-20.0%
3,0280.0%0.01%
-26.7%
Q2 2020$60,000
+30.4%
3,028
+0.6%
0.02%
+15.4%
Q1 2020$46,0003,0090.01%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
EQ LLC 128,528$3,869,0002.70%
HawsGoodwin Investment Management LLC 264,487$7,961,0002.32%
Outlook Wealth Advisors, LLC 257,304$7,745,0002.28%
Bernardo Wealth Planning LLC 151,537$4,561,0002.23%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$9,030,0002.05%
Dentgroup LLC 72,114$2,171,0002.05%
AVAII WEALTH MANAGEMENT, LLC 67,427$2,030,0002.04%
Ironwood Financial, llc 239,834$7,219,0001.98%
Pettinga Financial Advisors LLC 259,217$7,803,0001.90%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 189,938$5,717,0001.86%
View complete list of ISHARES TR shareholders