Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYT and the CUSIP is 464287192. A total of 205 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.65 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$157,000
-7.6%
802
+0.1%
0.04%
-4.3%
Q2 2022$170,000
-17.9%
801
+4.0%
0.05%
-6.1%
Q1 2022$207,000
+15.0%
770
+17.7%
0.05%
+19.5%
Q4 2021$180,000
+13.9%
654
+0.2%
0.04%
+2.5%
Q3 2021$158,000
+1.3%
653
+8.5%
0.04%0.0%
Q2 2021$156,000
+0.6%
602
-0.2%
0.04%
-7.0%
Q1 2021$155,000
+16.5%
603
+0.2%
0.04%
+7.5%
Q4 2020$133,000
+11.8%
602
+0.2%
0.04%
-4.8%
Q3 2020$119,000
-8.5%
601
-25.5%
0.04%
-14.3%
Q2 2020$130,000
+22.6%
807
+0.2%
0.05%
-2.0%
Q1 2020$106,000
-32.9%
805
+0.4%
0.05%
-5.7%
Q4 2019$158,000
+24.4%
802
+14.4%
0.05%
+15.2%
Q3 2019$127,000
-3.8%
701
+0.3%
0.05%
-6.1%
Q2 2019$132,0006990.05%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 332,982$24,896,0004.43%
TOBIAS FINANCIAL ADVISORS, INC. 43,260$10,520,0003.93%
WASHBURN CAPITAL MANAGEMENT, INC. 23,447$5,702,0003.73%
Delos Wealth Advisors, LLC 8,781$2,135,0002.35%
Cadent Capital Advisors, LLC 21,131$5,139,0002.29%
Round Table Services, LLC 33,828$8,226,0001.76%
Kesler, Norman & Wride, LLC 28,696$6,978,0001.64%
Advocacy Wealth Management Services, LLC 34,247$8,328,0001.50%
Richard Bernstein Advisors LLC 268,140$65,206,0001.32%
Indie Asset Partners, LLC 6,570$1,598,0001.29%
View complete list of ISHARES TR shareholders