Bryn Mawr Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 586 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 1.08 and the average weighting 0.7%.

Quarter-by-quarter ownership
Bryn Mawr Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,076,486
+6.8%
18,350
+8.8%
0.14%
-25.7%
Q2 2023$1,943,860
+0.5%
16,865
+2.6%
0.18%
-9.4%
Q1 2023$1,934,166
+1.8%
16,440
-0.6%
0.20%
-1.5%
Q4 2022$1,900,28116,5400.20%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Tanglewood Wealth Management, Inc. 1,752,238$198,283,30133.63%
Pacific Sage Partners, LLC 360,214$40,761,79912.26%
Johnson Financial Group, Inc. 1,226,546$138,795,9839.64%
Gould Capital, LLC 96,985$10,905,9638.81%
DDFG, Inc 207,233$23,450,4938.64%
Eley Financial Management, Inc 136,854$15,478,1877.88%
Bond & Devick Financial Network, Inc. 107,359$12,148,7447.81%
Parkside Advisors LLC 221,219$25,033,0887.78%
SNS Financial Group, LLC 497,777$56,328,4277.43%
Hilton Capital Management, LLC 473,308$53,559,5047.14%
View complete list of ISHARES TR shareholders