Berman Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 298 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.52 and the average weighting 0.3%.

Quarter-by-quarter ownership
Berman Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$94,000
+4.4%
2,6900.0%0.03%
-3.6%
Q3 2019$90,000
-69.9%
2,690
-68.2%
0.03%
-70.5%
Q2 2019$299,000
-85.6%
8,471
-85.6%
0.10%
-86.4%
Q1 2019$2,078,000
-49.3%
58,965
-52.0%
0.70%
-56.7%
Q4 2018$4,096,000
-18.5%
122,887
-20.6%
1.61%
-24.0%
Q3 2018$5,023,000
-18.7%
154,692
-17.0%
2.12%
-1.6%
Q2 2018$6,179,000
+13.5%
186,450
+16.5%
2.15%
+3.6%
Q1 2018$5,445,000
+95.5%
160,091
+107.3%
2.08%
+125.2%
Q4 2017$2,785,00077,2190.92%
Other shareholders
ISHARES TR shareholders Q2 2018
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders