Willow Creek Wealth Management Inc. - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 75 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Willow Creek Wealth Management Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$383,000
+17.5%
6,6900.0%0.09%
-24.2%
Q1 2021$326,000
-9.4%
6,690
-33.3%
0.12%
-11.8%
Q4 2020$360,000
+38.5%
10,035
+1.9%
0.14%
+27.1%
Q3 2020$260,000
-21.7%
9,8440.0%0.11%
-28.2%
Q2 2020$332,0009,8440.15%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders