Trellis Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWC and the CUSIP is 464288869. A total of 222 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.50 and the average weighting 0.2%.

Quarter-by-quarter ownership
Trellis Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$210,000
-3.2%
1,5050.0%0.10%
-10.8%
Q3 2021$217,000
-5.7%
1,5050.0%0.11%
-6.7%
Q2 2021$230,000
+4.1%
1,5050.0%0.12%
-4.0%
Q1 2021$221,0001,5050.12%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MONROE BANK & TRUST/MI 101,586$9,423,0003.04%
MD Financial Management Inc. 703,894$65,293,0002.98%
Efficient Advisors, LLC 177,283$16,445,0002.88%
One Capital Management, LLC 162,175$15,043,0002.68%
Harborview Advisors, LLC 28,526$2,646,0002.29%
Schoolcraft Capital LLC 36,089$3,347,6262.16%
Parkside Advisors LLC 36,820$3,415,0001.94%
WESCAP Management Group, Inc. 45,513$4,221,0001.80%
TAP Consulting, LLC 25,221$2,339,0001.77%
DUMONT & BLAKE INVESTMENT ADVISORS LLC 44,145$4,095,0001.73%
View complete list of ISHARES TR shareholders