Tradewinds Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 134 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.41 and the average weighting 0.1%.

Quarter-by-quarter ownership
Tradewinds Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2020$8,0000.0%1890.0%0.00%0.0%
Q2 2020$8,000
+14.3%
189
+1.1%
0.00%0.0%
Q1 2020$7,000
-22.2%
1870.0%0.00%
-33.3%
Q4 2019$9,000
+12.5%
187
+1.1%
0.00%0.0%
Q3 2019$8,0000.0%1850.0%0.00%0.0%
Q2 2019$8,0000.0%185
+2.2%
0.00%0.0%
Q1 2019$8,000
+14.3%
1810.0%0.00%0.0%
Q4 2018$7,000
-12.5%
181
+1.1%
0.00%0.0%
Q3 2018$8,0000.0%1790.0%0.00%0.0%
Q2 2018$8,0000.0%179
+2.3%
0.00%
-25.0%
Q1 2018$8,0000.0%1750.0%0.00%0.0%
Q4 2017$8,0000.0%175
+0.6%
0.00%0.0%
Q3 2017$8,0000.0%1740.0%0.00%0.0%
Q2 2017$8,000
+14.3%
174
+1.8%
0.00%0.0%
Q1 2017$7,0001710.00%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders