Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 102 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Beacon Pointe Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$1,131,144
+111.8%
45,629
+117.4%
0.02%
+171.4%
Q1 2022$534,000
+2.3%
20,988
+3.8%
0.01%
-61.1%
Q2 2021$522,000
+3.6%
20,221
+1.5%
0.02%
-41.9%
Q1 2021$504,00019,9310.03%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Armbruster Capital Management, Inc. 490,723$11,174,0003.75%
Kathmere Capital Management, LLC 542,531$12,353,0002.66%
Prosperity Planning, Inc. 117,085$2,666,0002.26%
ZEKE CAPITAL ADVISORS, LLC 1,122,582$25,561,0002.10%
Merriman Wealth Management, LLC 848,297$19,316,0002.07%
MERCER GLOBAL ADVISORS INC /ADV 6,941,013$158,047,0001.97%
SCS Capital Management LLC 6,441,316$146,668,0001.46%
Tacita Capital Inc 64,830$1,476,0000.97%
Red Wave Investments LLC 69,618$1,585,0000.71%
Hemington Wealth Management 64,607$1,471,0000.68%
View complete list of ISHARES TR shareholders