SIMON QUICK ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 368 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 3.54 and the average weighting 0.8%.

Quarter-by-quarter ownership
SIMON QUICK ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2020$145,000
-95.7%
1,086
+3922.2%
0.05%
+2600.0%
Q2 2019$3,396,000
+28200.0%
27
-73.0%
0.00%
-50.0%
Q3 2017$12,0000.0%1000.0%0.00%
-42.9%
Q2 2017$12,0000.0%1000.0%0.01%0.0%
Q1 2017$12,0001000.01%
Other shareholders
ISHARES TR shareholders Q3 2019
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