LYELL WEALTH MANAGEMENT, LP - ISHARES TR ownership

Quarter-by-quarter ownership
LYELL WEALTH MANAGEMENT, LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$3,460,000
-6.5%
139,905
-6.3%
0.42%
-8.1%
Q2 2021$3,699,000
-9.4%
149,290
-9.1%
0.46%
-23.0%
Q1 2021$4,082,000
-5.6%
164,270
-5.4%
0.60%
-13.9%
Q4 2020$4,325,000
-3.5%
173,645
-2.9%
0.69%
-17.6%
Q3 2020$4,481,000
+0.0%
178,889
+0.4%
0.84%
-14.6%
Q2 2020$4,479,000
+18.1%
178,089
+15.8%
0.98%
-13.2%
Q1 2020$3,791,000
-3.8%
153,789
-2.6%
1.13%
+7.6%
Q4 2019$3,942,000
+7.1%
157,949
+7.3%
1.05%
-4.8%
Q3 2019$3,680,000
+14.7%
147,218
+14.4%
1.11%
+14.4%
Q2 2019$3,209,000
+4.8%
128,733
+4.0%
0.97%
-5.4%
Q1 2019$3,061,000
+11.1%
123,818
+9.5%
1.02%
-11.1%
Q4 2018$2,755,000
+2.8%
113,093
+2.8%
1.15%
+27.5%
Q3 2018$2,679,000
+3.3%
109,993
+3.4%
0.90%
-4.9%
Q2 2018$2,593,000
-0.2%
106,418
+0.2%
0.95%
-1.5%
Q1 2018$2,599,000
+9.0%
106,218
+10.5%
0.96%
+1.6%
Q4 2017$2,385,000
+2.5%
96,168
+3.5%
0.95%
-5.8%
Q3 2017$2,327,000
+417.1%
92,913
+416.2%
1.00%
+358.9%
Q2 2017$450,00018,0000.22%
Other shareholders

There were no reported owners of ISHARES TR in Q3 2023.

NameSharesValueWeighting ↓
View complete list of ISHARES TR shareholders