Berman Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IUSG and the CUSIP is 464287671. A total of 545 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 7.60 and the average weighting 0.6%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$590,000
+1.5%
5,765
+0.2%
0.09%
+1.1%
Q2 2021$581,000
-57.1%
5,754
-61.5%
0.09%
-67.5%
Q1 2021$1,355,000
+2.4%
14,934
+0.1%
0.28%
-10.7%
Q4 2020$1,323,000
+11.0%
14,924
+0.1%
0.32%
-6.2%
Q3 2020$1,192,000
+11.4%
14,909
+0.1%
0.34%
+20.3%
Q2 2020$1,070,000
+26.0%
14,893
+0.1%
0.28%
+2.6%
Q1 2020$849,000
-15.5%
14,878
+0.1%
0.27%
-5.5%
Q4 2019$1,005,000
+7.8%
14,860
+0.2%
0.29%
-0.3%
Q3 2019$932,000
+0.5%
14,825
+0.1%
0.29%
-1.4%
Q2 2019$927,000
+4.0%
14,804
+0.2%
0.30%
-1.0%
Q1 2019$891,000
+14.7%
14,780
+0.1%
0.30%
-2.3%
Q4 2018$777,000
-15.1%
14,762
+0.2%
0.30%
-20.8%
Q3 2018$915,000
+8.8%
14,726
+0.1%
0.38%
+31.4%
Q2 2018$841,000
+178.5%
14,710
+166.4%
0.29%
+154.8%
Q1 2018$302,000
+2.0%
5,521
+0.3%
0.12%
+17.3%
Q4 2017$296,0005,5050.10%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Vantage Financial Partners, LLC 464,658$38,892,00022.95%
Madison Wealth Partners, Inc 326,892$27,361,00017.38%
HILLTOP WEALTH ADVISORS, LLC 210,626$17,629,00017.17%
Tennessee Valley Asset Management Partners 377,060$31,560,00012.13%
Financial Council, LLC 105,261$8,810,00010.99%
Legacy Financial Group LLC 408,231$34,169,00010.78%
DOLIVER ADVISORS, LP 352,235$29,482,00010.47%
Veracity Capital LLC 214,699$17,970,0009.56%
ForthRight Wealth Management, LLC 197,265$16,511,0009.18%
Petix & Botte Co 114,588$9,591,0007.06%
View complete list of ISHARES TR shareholders