Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 393 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.09 and the average weighting 0.2%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$243,032
+10.4%
5,124
-0.3%
0.00%
-25.0%
Q2 2023$220,156
-6.6%
5,139
-4.6%
0.00%0.0%
Q1 2023$235,639
-0.1%
5,386
+6.1%
0.00%
-20.0%
Q4 2022$235,9845,0760.01%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
AMG National Trust Bank 663,754$24,845,0001.72%
Summit X, LLC 65,331$2,444,0001.62%
INVESTMENT PARTNERS, LTD. 25,850$968,0000.83%
Brookstone Capital Management 184,159$6,893,0000.62%
Archford Capital Strategies, LLC 40,133$1,502,0000.56%
TWO SIGMA SECURITIES, LLC 152,914$5,724,0000.52%
SUMITOMO MITSUI FINANCIAL GROUP, INC. 93,873$3,514,0000.42%
Conservest Capital Advisors, Inc. 54,154$2,027,0000.32%
United Asset Strategies, Inc. 12,950$485,0000.28%
Stonebridge Capital Advisors LLC 26,709$1,000,0000.25%
View complete list of ISHARES TR shareholders