Wealthcare Advisory Partners LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
Wealthcare Advisory Partners LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,298,840
-9.7%
11,478
-8.1%
0.06%
-6.2%
Q2 2023$1,438,761
-4.7%
12,483
-2.7%
0.06%
-1.5%
Q1 2023$1,509,150
-45.3%
12,827
-46.6%
0.06%
-50.8%
Q4 2022$2,759,370
+66.3%
24,017
+65.5%
0.13%
+38.9%
Q3 2022$1,659,000
+15.0%
14,513
+20.0%
0.10%
+9.2%
Q2 2022$1,443,000
+65.1%
12,092
+68.8%
0.09%
+64.2%
Q1 2022$874,000
+7.5%
7,164
+13.4%
0.05%
+8.2%
Q4 2021$813,000
+1029.2%
6,320
+1036.7%
0.05%
+880.0%
Q1 2021$72,000
-66.8%
556
-66.0%
0.01%
-73.7%
Q4 2020$217,000
+1450.0%
1,634
+1413.0%
0.02%
+850.0%
Q1 2020$14,000108
+5300.0%
0.00%
Q4 2019$0
-100.0%
2
-84.6%
0.00%
Q3 2019$2,0000.0%130.0%0.00%
Q2 2019$2,0000.0%130.0%0.00%
Q1 2019$2,000
-60.0%
13
-69.8%
0.00%
-100.0%
Q4 2018$5,000
+150.0%
43
+230.8%
0.00%
Q3 2018$2,0000.0%130.0%0.00%
Q2 2018$2,00013
+550.0%
0.00%
Q1 2018$0
-100.0%
2
-99.9%
0.00%
-100.0%
Q4 2017$236,000
+7766.7%
1,931
+7945.8%
0.06%
+6000.0%
Q3 2017$3,000240.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders