GenTrust, LLC - ISHARES TR ownership

ISHARES TR's ticker is SDG and the CUSIP is 46435G532. A total of 83 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
GenTrust, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$213,000
-2.3%
2,5000.0%0.02%
-5.9%
Q4 2021$218,000
-9.2%
2,5000.0%0.02%
-15.0%
Q3 2021$240,000
-3.2%
2,5000.0%0.02%
-4.8%
Q2 2021$248,000
+6.9%
2,5000.0%0.02%
-4.5%
Q1 2021$232,000
-0.4%
2,5000.0%0.02%
+10.0%
Q4 2020$233,000
+15.9%
2,5000.0%0.02%
+11.1%
Q3 2020$201,0002,5000.02%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
RPg Family Wealth Advisory, LLC 1,119$66,211,0000.06%
Patten Group, Inc. 1,725$102,0000.04%
Brinker Capital Investments, LLC 18,924$1,120,0000.04%
Pacific Center for Financial Services 966$57,0000.04%
CWM, LLC 4,962$294,0000.01%
Winslow, Evans & Crocker, Inc. 260$15,386,0000.01%
LPL Financial LLC 20,692$1,224,0000.00%
Advisor Group, Inc. 1,974$117,0000.00%
LADENBURG THALMANN FINANCIAL SERVICES INC. 3,505$208,0000.00%
Live Your Vision, LLC 99$6,0000.00%
View complete list of ISHARES TR shareholders