Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 139 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 1.0%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$264,000
+6.0%
3,896
-3.4%
0.01%
-18.2%
Q4 2020$249,000
+25.1%
4,034
+9.4%
0.01%
+10.0%
Q3 2020$199,000
+50.8%
3,686
+43.1%
0.01%
+42.9%
Q2 2020$132,0002,5750.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bank of Finland 8,461,450$571,656,00033.37%
TFC Financial Management, Inc. 1,049,019$70,872,00021.51%
WIPFLI FINANCIAL ADVISORS LLC, 2,459,164$166,141,089,00019.06%
Heritage Financial Services, LLC 184,066$12,435,0009.74%
Rock Creek Group, LP 575,236$38,859,0005.78%
Capital Asset Advisory Services LLC 750,989$50,798,0005.39%
Vantage Financial Partners, LLC 197,141$13,319,0005.21%
Divergent Wealth Advisors 303,242$20,487,0004.15%
BUCKINGHAM STRATEGIC PARTNERS, LLC 246,561$16,660,0003.48%
CarsonAllaria Wealth Management, Ltd. 58,074$3,924,0003.47%
View complete list of ISHARES TR shareholders