Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 90 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.47 and the average weighting 0.1%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,126
-94.9%
55,198
+1162.5%
0.33%
+4642.9%
Q1 2020$100,000
-74.4%
4,372
-37.7%
0.01%
-76.7%
Q4 2019$390,000
+4.8%
7,023
-3.8%
0.03%
-3.2%
Q3 2019$372,000
-22.3%
7,303
-11.3%
0.03%
-41.5%
Q1 2019$479,000
+11.9%
8,229
-0.7%
0.05%
-13.1%
Q4 2018$428,000
-45.2%
8,291
-22.2%
0.06%
-63.3%
Q2 2018$781,00010,6590.17%
Other shareholders
ISHARES TR shareholders Q1 2019
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