Cornerstone Advisory, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 115 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cornerstone Advisory, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$222,000
-19.6%
2,597
-14.6%
0.03%
-15.0%
Q4 2021$276,000
-6.8%
3,042
-1.3%
0.04%
-18.4%
Q3 2021$296,000
+26.5%
3,082
+31.0%
0.05%
+25.6%
Q2 2021$234,0002,3520.04%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
CWM, LLC 618,809$61,491,0000.49%
FOSTER DYKEMA CABOT & CO INC/MA 16,057$947,0000.15%
LFA - Lugano Financial Advisors SA 2,490$146,0000.09%
MISSION WEALTH MANAGEMENT, LP 10,233$604,0000.07%
Alpha Omega Wealth Management LLC 2,317$137,0000.06%
RPg Family Wealth Advisory, LLC 1,539$90,799,0000.05%
NORTH AMERICAN MANAGEMENT CORP 5,338$315,0000.05%
Brinker Capital Investments, LLC 25,214$1,487,0000.05%
Pacific Center for Financial Services 911$54,0000.03%
LAKE STREET ADVISORS GROUP, LLC 4,739$280,0000.03%
View complete list of ISHARES TR shareholders