Glassman Wealth Services - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 252 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Glassman Wealth Services ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$80,000
+60.0%
4,000
+27.8%
0.01%
-35.7%
Q3 2020$50,000
-20.6%
3,1300.0%0.01%
-30.0%
Q2 2020$63,000
-10.0%
3,130
-31.3%
0.02%
-25.9%
Q1 2020$70,0004,5530.03%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Bull Oak Capital, LLC 155,062$6,345,0005.20%
EQ LLC 122,528$5,014,0003.64%
Outlook Wealth Advisors, LLC 258,549$10,580,0003.54%
Buttonwood Financial Group, LLC 100,879$4,121,0003.06%
Dentgroup LLC 75,922$3,107,0002.99%
Bernardo Wealth Planning LLC 146,189$5,982,0002.97%
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$12,276,0002.90%
Keystone Financial Services 115,221$4,625,0002.66%
AVAII WEALTH MANAGEMENT, LLC 70,249$2,875,0002.66%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 179,590$7,349,0002.60%
View complete list of ISHARES TR shareholders