Bell Rock Capital LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 647 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 12.66 and the average weighting 0.5%.

Quarter-by-quarter ownership
Bell Rock Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2019$31,000
-40.4%
252
-39.1%
0.03%
-41.3%
Q3 2019$52,000
-3.7%
414
-6.5%
0.05%
-2.1%
Q2 2019$54,000
-3.6%
443
-4.1%
0.05%
+46.9%
Q1 2019$56,000
-42.3%
462
-43.7%
0.03%
-50.8%
Q4 2018$97,000
-11.0%
821
-10.3%
0.06%
+22.6%
Q3 2018$109,000
-0.9%
9150.0%0.05%
-5.4%
Q2 2018$110,000
+4.8%
915
+3.2%
0.06%0.0%
Q1 2018$105,000
+4.0%
887
+3.6%
0.06%
+1.8%
Q4 2017$101,000
-8.2%
856
-7.7%
0.06%
-12.7%
Q3 2017$110,000
+19.6%
927
+19.8%
0.06%
+10.5%
Q2 2017$92,000
-37.8%
774
-36.2%
0.06%
-58.4%
Q1 2017$148,000
-20.9%
1,214
-21.0%
0.14%
-30.5%
Q4 2016$187,0001,5360.20%
Other shareholders
ISHARES TR shareholders Q2 2024
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 790,272$98,343,00091.04%
Freestate Advisors LLC 211,084$28,146,00047.52%
Tanglewood Wealth Management, Inc. 927,955$123,734,00024.00%
RITHOLTZ WEALTH MANAGEMENT 1,003,561$133,815,00021.45%
Noven Financial Group, Inc. 174,778$23,305,00019.01%
PROFFITT & GOODSON INC 439,469$58,599,00015.28%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 315,307$42,031,00013.54%
Alhambra Investment Management LLC 57,665$7,689,00012.60%
One Day In July LLC 202,397$26,988,00012.51%
Ferguson Shapiro LLC 126,275$16,848,00011.67%
View complete list of ISHARES TR shareholders