Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 149 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$27,0000.0%1,0030.0%0.00%0.0%
Q3 2020$27,0000.0%1,0030.0%0.00%0.0%
Q2 2020$27,000
+8.0%
1,003
-0.6%
0.00%
-50.0%
Q1 2020$25,000
-3.8%
1,0090.0%0.00%0.0%
Q4 2019$26,000
-44.7%
1,009
-44.1%
0.00%
-50.0%
Q3 2019$47,000
-93.9%
1,805
-94.1%
0.00%
-98.2%
Q2 2017$765,000
+11.7%
30,493
+11.3%
0.22%
+7.4%
Q1 2017$685,000
-13.1%
27,409
-14.9%
0.20%
-23.5%
Q4 2016$788,00032,2140.26%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 385,938$9,405,3086.99%
Keeler Thomas Management LLC 604,202$14,928,7775.52%
Scissortail Wealth Management, LLC 236,003$5,751,3904.53%
Envision Financial Planning, LLC 161,317$3,931,2843.89%
Summit Asset Management, LLC 549,950$13,402,2743.64%
Windsor Capital Management, LLC 429,255$10,460,9543.62%
Gateway Advisory, LLC 698,889$17,031,9143.47%
Houlihan Financial Resource Group, Ltd. 226,696$5,5282.96%
Syntegra Private Wealth Group, LLC 773,021$18,838,5252.96%
Peloton Wealth Strategists 256,525$6,2522.88%
View complete list of ISHARES TR shareholders