Cresset Asset Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 336 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 2.96 and the average weighting 0.3%.

Quarter-by-quarter ownership
Cresset Asset Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$620,158
+0.4%
14,025
-0.7%
0.00%
+100.0%
Q2 2023$617,453
+12.1%
14,129
+0.9%
0.00%
-90.9%
Q1 2023$551,027
-54.5%
13,999
-51.8%
0.01%
-26.7%
Q4 2022$1,211,114
+112.1%
29,016
+107.3%
0.02%
+114.3%
Q3 2022$571,000
+3.6%
14,000
-0.9%
0.01%0.0%
Q2 2022$551,000
-12.5%
14,1300.0%0.01%0.0%
Q1 2022$630,000
-3.7%
14,130
-0.8%
0.01%
+16.7%
Q4 2021$654,000
+40.6%
14,251
+29.4%
0.01%
-14.3%
Q1 2021$465,000
-1.3%
11,014
-6.0%
0.01%
-12.5%
Q4 2020$471,000
+536.5%
11,714
+457.8%
0.01%
+166.7%
Q1 2019$74,0002,1000.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders