Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$16,000
-5.9%
206
+0.5%
0.00%
-20.0%
Q2 2022$17,000
-26.1%
205
-19.6%
0.01%0.0%
Q1 2022$23,000
-37.8%
255
-40.3%
0.01%
-37.5%
Q4 2021$37,000
-61.1%
427
-64.7%
0.01%
-66.7%
Q3 2021$95,000
+10.5%
1,211
+9.3%
0.02%
+9.1%
Q2 2021$86,000
+2.4%
1,108
+5.4%
0.02%
-4.3%
Q1 2021$84,000
+40.0%
1,051
+35.1%
0.02%
+27.8%
Q4 2020$60,000
+15.4%
778
+117.9%
0.02%0.0%
Q3 2020$52,000
+10.6%
357
+6.9%
0.02%0.0%
Q2 2020$47,0003340.02%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders