Pensionmark Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEO and the CUSIP is 464288851. A total of 174 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

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 Q4 2022
NameSharesValueWeighting ↓
COTTONWOOD CAPITAL ADVISORS, LLC 32,640$3,183,3312.98%
Granite Bay Wealth Management, LLC 2,136,954$203,0331.99%
Audent Global Asset Management, LLC 16,370$1,596,5181.15%
Independent Family Office, LLC 16,902$1,648,4521.03%
PCG Wealth Advisors, LLC 15,757$1,536,8041.01%
Alhambra Investment Management LLC 13,882$1,353,9110.89%
VIAWEALTH, LLC 12,358$1,205,2970.88%
Amica Retiree Medical Trust 6,811$6640.78%
Columbus Macro, LLC 17,609$1,719,4700.72%
Wealth Management Partners, LLC 11,865$1,157,1930.72%
View complete list of ISHARES TR shareholders