Beacon Pointe Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IVLU and the CUSIP is 46435G409. A total of 155 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
IRONWOOD WEALTH MANAGEMENT, INC. 221,914$5,645,0003.95%
Armbruster Capital Management, Inc. 560,807$14,267,0003.26%
3D/L Capital Management, LLC 548,037$13,942,0003.26%
Kathmere Capital Management, LLC 658,628$16,756,0002.91%
LGL PARTNERS, LLC 930,247$23,665,0002.81%
FFT WEALTH MANAGEMENT LLC 1,201,065$30,555,0002.74%
ZEKE CAPITAL ADVISORS, LLC 1,501,151$38,189,0002.23%
Intelligence Driven Advisers, LLC 437,181$11,397,0002.09%
Prosperity Planning, Inc. 154,985$3,943,0002.00%
Merriman Wealth Management, LLC 1,890,670$48,412,0001.91%
View complete list of ISHARES TR shareholders