ANCORA FAMILY WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.

Quarter-by-quarter ownership
ANCORA FAMILY WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2016$203,000
-1.0%
1,6080.0%0.07%
-11.5%
Q2 2016$205,000
+1.0%
1,6080.0%0.08%
-6.0%
Q1 2016$203,000
-8.1%
1,608
-9.4%
0.08%
-9.8%
Q3 2015$221,0001,7740.09%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders