Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IOO and the CUSIP is 464287572. A total of 143 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$66,000
-7.0%
1,1230.0%0.02%
-5.3%
Q2 2022$71,000
-15.5%
1,123
+1.3%
0.02%
-5.0%
Q1 2022$84,000
-2.3%
1,1090.0%0.02%0.0%
Q4 2021$86,000
+10.3%
1,109
+0.7%
0.02%0.0%
Q3 2021$78,0000.0%1,1010.0%0.02%0.0%
Q2 2021$78,000
+8.3%
1,101
+0.8%
0.02%0.0%
Q1 2021$72,000
+4.3%
1,0920.0%0.02%
-4.8%
Q4 2020$69,000
+13.1%
1,092
+0.7%
0.02%0.0%
Q3 2020$61,000
+7.0%
1,0840.0%0.02%0.0%
Q2 2020$57,000
+23.9%
1,084
+0.9%
0.02%
-4.5%
Q1 2020$46,000
-20.7%
1,0740.0%0.02%
+15.8%
Q4 2019$58,000
+11.5%
1,074
+0.8%
0.02%0.0%
Q3 2019$52,000
+18.2%
1,065
+18.1%
0.02%
+18.8%
Q2 2019$44,0009020.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
BigSur Wealth Management LLC 18,299$1,670,0001.19%
BOYD WATTERSON ASSET MANAGEMENT LLC/OH 21,329$1,946,0000.97%
Capital Advisors, Ltd. LLC 31,985$2,919,0000.94%
180 WEALTH ADVISORS, LLC 13,337$1,215,0000.63%
Carroll Financial Associates, Inc. 60,523$5,523,0000.61%
Daniel Devine & Co 4,425$404,0000.33%
Curbstone Financial Management Corp 12,650$1,154,0000.33%
GFS Advisors, LLC 14,500$1,323,0000.27%
FLAGSHIP HARBOR ADVISORS, LLC 8,844$790,0000.24%
Dorsey & Whitney Trust CO LLC 13,650$1,246,0000.23%
View complete list of ISHARES TR shareholders