Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 151 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 1.13 and the average weighting 0.1%.

Quarter-by-quarter ownership
Pensionmark Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$415,790
+10.0%
4,478
-1.4%
0.10%
+5.6%
Q3 2022$378,000
+1.6%
4,5410.0%0.09%
+15.4%
Q2 2022$372,000
-10.6%
4,541
-7.9%
0.08%
-9.3%
Q1 2022$416,000
+28.0%
4,933
+12.2%
0.09%
+26.5%
Q4 2021$325,0004,3970.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
MORGAN JESS S & CO INC 38,984$3,035,0003.15%
COTTONWOOD CAPITAL ADVISORS, LLC 36,752$2,861,0002.59%
SPC Financial, Inc. 238,539$18,570,0002.29%
Cadent Capital Advisors, LLC 48,088$3,744,0002.12%
Audent Global Asset Management, LLC 19,234$1,497,0001.03%
Telemetry Investments, L.L.C. 10,000$778,0000.92%
MinichMacGregor Wealth Management, LLC 28,281$2,201,0000.91%
Meadow Creek Wealth Advisors LLC 7,215$562,0000.69%
Endowment Wealth Management, Inc. 6,867$535,0000.64%
Well Done, LLC 36,571$2,847,0000.63%
View complete list of ISHARES TR shareholders