Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IGRO and the CUSIP is 46435G524. A total of 41 filers reported holding ISHARES TR in Q4 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$34,000
+6.2%
5000.0%0.00%0.0%
Q4 2020$32,000
+18.5%
5000.0%0.00%0.0%
Q3 2020$27,000
+3.8%
5000.0%0.00%0.0%
Q2 2020$26,000
+13.0%
5000.0%0.00%
-50.0%
Q1 2020$23,000
-23.3%
5000.0%0.00%0.0%
Q4 2019$30,000
+7.1%
5000.0%0.00%0.0%
Q3 2019$28,0005000.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Vestmark Advisory Solutions, Inc. 493,204$32,191,0002.18%
Legacy Financial Advisors, Inc. 132,771$8,666,0002.12%
New Capital Management LP 22,441$1,462,0000.80%
Beacon Financial Advisory LLC 14,925$974,0000.51%
GHP Investment Advisors, Inc. 79,541$5,192,0000.41%
BRANDYWINE OAK PRIVATE WEALTH LLC 29,624$2,033,0000.24%
BERKSHIRE ASSET MANAGEMENT LLC/PA 41,872$2,733,0000.18%
Capital Advisors, Ltd. LLC 12,532$818,0000.15%
Capital Investment Advisors, LLC 54,027$3,526,0000.12%
Walkner Condon Financial Advisors LLC 3,516$230,0000.11%
View complete list of ISHARES TR shareholders