Evolution Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYE and the CUSIP is 464287796. A total of 310 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.00 and the average weighting 0.2%.

Quarter-by-quarter ownership
Evolution Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$232,000
+1.8%
7,980
-8.3%
0.05%
-7.8%
Q1 2021$228,000
+29.5%
8,7050.0%0.05%
+27.5%
Q4 2020$176,000
+26.6%
8,7050.0%0.04%
+5.3%
Q3 2020$139,000
-62.0%
8,705
-52.4%
0.04%
-68.3%
Q2 2020$366,00018,2700.12%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
BRIGHT ROCK CAPITAL MANAGEMENT, LLC 300,000$14,229,0003.48%
Dentgroup LLC 74,336$3,525,7572.60%
PGIM Custom Harvest LLC 1,446,210$68,593,7342.53%
Bellwether Advisors, LLC 193,319$9,169,1202.50%
First Citizens Financial Corp 56,132$2,662,3411.88%
TCWP LLC 50,492$2,394,8361.82%
FORTE ASSET MANAGEMENT LLC 48,351$2,309,3221.55%
COTTONWOOD CAPITAL ADVISORS, LLC 33,100$1,569,9391.47%
Foundation Wealth Management, LLC 24,960$1,183,8501.18%
Ballew Advisors, Inc 24,805$1,113,7400.92%
View complete list of ISHARES TR shareholders