Cypress Wealth Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 165 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Cypress Wealth Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,661,052
-2.6%
34,801
+5.2%
0.46%
+2.7%
Q2 2023$1,704,715
+3.0%
33,082
-0.0%
0.45%
-7.6%
Q1 2023$1,654,962
+12.7%
33,086
+2.0%
0.48%
+2.8%
Q4 2022$1,468,438
+5.5%
32,423
-11.0%
0.47%
-0.2%
Q3 2022$1,392,000
+187.6%
36,425
+221.5%
0.47%
+207.1%
Q2 2022$484,00011,3280.15%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders