Foundations Investment Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILF and the CUSIP is 464287390. A total of 130 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.29 and the average weighting 0.7%.

Quarter-by-quarter ownership
Foundations Investment Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$381,000
-25.7%
17,479
+0.0%
0.02%
-20.0%
Q1 2022$513,000
+18.8%
17,478
-0.2%
0.02%
+25.0%
Q4 2021$432,000
-13.4%
17,516
-7.3%
0.02%
-27.3%
Q3 2021$499,000
-13.4%
18,904
-0.6%
0.02%
-21.4%
Q2 2021$576,000
+12.1%
19,013
+3.4%
0.03%
-6.7%
Q1 2021$514,000
-3.2%
18,387
+5.9%
0.03%
-14.3%
Q4 2020$531,000
+44.7%
17,360
-1.6%
0.04%
-56.8%
Q3 2020$367,000
-99.5%
17,640
-99.5%
0.08%
-98.7%
Q2 2020$72,652,000
+6677.2%
3,262,308
+10311.7%
6.43%
+4770.5%
Q4 2019$1,072,000
+24.7%
31,333
+13.0%
0.13%
+16.8%
Q3 2019$860,000
+76.6%
27,720
+92.9%
0.11%
+54.8%
Q2 2019$487,000
-98.7%
14,371
-98.7%
0.07%
-98.8%
Q1 2019$36,078,000
-13.3%
1,085,703
-7.2%
6.26%
-28.8%
Q4 2018$41,608,0001,170,3998.80%
Other shareholders
ISHARES TR shareholders Q2 2019
NameSharesValueWeighting ↓
Water Oak Advisors LLC 620,335$22,878,00019.74%
Simply Money Advisors 464,063$17,115,0002.61%
Merriman Wealth Management, LLC 38,178$1,358,0001.76%
Foothills Asset Management, Ltd. 54,080$1,994,0001.62%
SignalPoint Asset Management, LLC 62,679$2,312,0001.12%
Baker Avenue Asset Management, LP 168,920$6,230,0000.87%
GW HENSSLER & ASSOCIATES LTD 142,280$5,247,0000.64%
Gemmer Asset Management LLC 23,418$864,0000.61%
Rafferty Asset Management, LLC 129,266$4,767,0000.51%
Liberty Capital Management, Inc. 18,355$677,0000.49%
View complete list of ISHARES TR shareholders