Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 165 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$568,226
-6.3%
11,905
-0.8%
0.02%
-13.8%
Q2 2023$606,733
-5.8%
12,005
-6.8%
0.03%
-32.6%
Q1 2023$644,258
-1.6%
12,880
-10.9%
0.04%
-6.5%
Q4 2022$654,440
+11.3%
14,450
-7.2%
0.05%
-4.2%
Q3 2022$588,000
+132.4%
15,565
+189.4%
0.05%
+17.1%
Q4 2019$253,000
+2.8%
5,378
-5.5%
0.04%
-2.4%
Q3 2019$246,000
+16.0%
5,688
+18.3%
0.04%
+2.4%
Q2 2019$212,000
-7.4%
4,810
-9.2%
0.04%
-10.9%
Q1 2019$229,000
+10.6%
5,2950.0%0.05%
-2.1%
Q4 2018$207,0005,2950.05%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders