Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 99 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$28,000
+7.7%
4070.0%0.00%0.0%
Q4 2020$26,000
+13.0%
4070.0%0.00%0.0%
Q3 2020$23,000
+9.5%
4070.0%0.00%0.0%
Q2 2020$21,000
-48.8%
407
-53.5%
0.00%
-66.7%
Q1 2020$41,000
-22.6%
875
-3.7%
0.00%
-25.0%
Q4 2019$53,000
+96.3%
909
+87.0%
0.00%
+100.0%
Q3 2019$27,0004860.00%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Blue Trust, Inc. 4,819,677$276,7944.22%
Municipal Employees' Retirement System of Michigan 4,476,690$248,9043.46%
Elm Partners Management LLC 549,219$30,536,5663.16%
Mandatum Life Insurance Co Ltd 102,145$5,679,2622.37%
Integris Wealth Management, LLC 90,451$5,029,0761.65%
Financial Gravity Asset Management, Inc. 558,350$137,143,8111.51%
Columbus Macro, LLC 56,496$3,141,1771.32%
Blue Edge Capital, LLC 109,703$6,099,4871.28%
Millington Financial Advisors, LLC 25,228$1,402,6881.26%
Smithfield Trust Co 313,500$17,4241.07%
View complete list of ISHARES TR shareholders