Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IYH and the CUSIP is 464287762. A total of 370 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.95 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$17,000
-5.6%
700.0%0.01%0.0%
Q2 2022$18,000
-10.0%
700.0%0.01%0.0%
Q1 2022$20,000
-4.8%
700.0%0.01%0.0%
Q4 2021$21,000
+10.5%
700.0%0.01%0.0%
Q3 2021$19,0000.0%70
+1.4%
0.01%0.0%
Q2 2021$19,000
+5.6%
69
-1.4%
0.01%0.0%
Q1 2021$18,000
+5.9%
700.0%0.01%0.0%
Q4 2020$17,000
+13.3%
70
+1.4%
0.01%0.0%
Q3 2020$15,000
+7.1%
690.0%0.01%0.0%
Q2 2020$14,000
+16.7%
69
+1.5%
0.01%
-16.7%
Q1 2020$12,000
-14.3%
680.0%0.01%
+20.0%
Q4 2019$14,000
+16.7%
680.0%0.01%
+25.0%
Q3 2019$12,000
-7.7%
680.0%0.00%
-20.0%
Q2 2019$13,000680.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Sowa Financial Group, Inc. 32,393$8,938,0005.80%
CONSOLIDATED CAPITAL MANAGEMENT, LLC 43,437$11,985,0005.64%
First Citizens Financial Corp 18,623$5,138,0004.10%
HC Advisors, LLC 11,130$3,071,0002.02%
Oakworth Capital, Inc. 75,593$20,858,0002.02%
PGIM Custom Harvest LLC 39,677$10,948,0001.66%
TrueWealth Advisors, LLC 9,506$2,623,0001.48%
Mine & Arao Wealth Creation & Management, LLC. 8,347$2,303,0001.38%
PETTYJOHN, WOOD & WHITE, INC 20,138$5,556,0001.23%
AUA CAPITAL MANAGEMENT, LLC 6,330$1,747,0001.11%
View complete list of ISHARES TR shareholders