Peak Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 274 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Peak Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$251,0000.0%1,9250.0%0.06%0.0%
Q2 2021$251,000
+0.4%
1,9250.0%0.06%
+3.3%
Q1 2021$250,000
-2.3%
1,9250.0%0.06%
-10.4%
Q4 2020$256,000
-0.4%
1,9250.0%0.07%
-13.0%
Q3 2020$257,000
-20.4%
1,925
-20.3%
0.08%
-25.2%
Q2 2020$323,000
+25.7%
2,415
+25.5%
0.10%
+4.0%
Q1 2020$257,000
+6.2%
1,9250.0%0.10%
+35.6%
Q4 2019$242,000
-5.5%
1,925
-4.5%
0.07%
-13.1%
Q3 2019$256,000
+1.2%
2,0150.0%0.08%
+1.2%
Q2 2019$253,000
-5.2%
2,015
-7.2%
0.08%
-8.8%
Q1 2019$267,000
+1.1%
2,1710.0%0.09%
-8.1%
Q4 2018$264,000
+9.1%
2,171
+6.7%
0.10%
+20.7%
Q3 2018$242,000
-0.8%
2,0340.0%0.08%
-7.9%
Q2 2018$244,000
-0.4%
2,0340.0%0.09%
-1.1%
Q1 2018$245,000
-13.4%
2,034
-12.3%
0.09%
-12.6%
Q4 2017$283,000
-1.0%
2,3190.0%0.10%
+1.0%
Q3 2017$286,000
-0.3%
2,3190.0%0.10%
-3.8%
Q2 2017$287,000
-3.0%
2,319
-3.5%
0.11%
-5.4%
Q1 2017$296,000
-0.3%
2,402
-0.8%
0.11%
-5.9%
Q4 2016$297,000
-2.9%
2,4220.0%0.12%
-7.8%
Q3 2016$306,000
-1.3%
2,422
-0.7%
0.13%
-5.8%
Q2 2016$310,000
+1.0%
2,4380.0%0.14%
-6.2%
Q1 2016$307,000
+2.7%
2,4380.0%0.15%
-0.7%
Q4 2015$299,000
-1.6%
2,4380.0%0.15%
-9.3%
Q3 2015$304,000
-16.5%
2,438
-17.7%
0.16%
-15.2%
Q2 2015$364,000
-28.1%
2,964
-27.3%
0.19%
-23.9%
Q1 2015$506,000
-4.9%
4,075
-6.3%
0.25%
-10.4%
Q4 2014$532,0004,3490.28%
Other shareholders
ISHARES TR shareholders Q2 2017
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 1,849,473$221,937,00013.37%
VCU Investment Management Co 290,964$34,916,00010.44%
Financial Gravity Asset Management, Inc. 85,053$10,196,0009.56%
MATHER GROUP, LLC. 731,804$87,816,0008.57%
Virtue Capital Management, LLC 135,725$16,287,0007.92%
Trilogy Capital Inc. 354,663$42,560,0005.73%
KLS Professional Advisors Group, LLC 270,309$32,437,0005.53%
ARGI Investment Services, LLC 715,387$85,893,0005.43%
ALTFEST L J & CO INC 120,499$14,460,0005.38%
Avidian Wealth Solutions, LLC 138$16,560,0005.23%
View complete list of ISHARES TR shareholders