Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is DSI and the CUSIP is 464288570. A total of 412 filers reported holding ISHARES TR in Q2 2022. 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$14,000
-6.7%
221
+0.5%
0.00%0.0%
Q2 2022$15,000
-21.1%
2200.0%0.00%0.0%
Q1 2022$19,000
-5.0%
220
+0.5%
0.00%
-20.0%
Q4 2021$20,000
-13.0%
219
-20.9%
0.01%
-16.7%
Q3 2021$23,000
+4.5%
277
+0.4%
0.01%0.0%
Q2 2021$22,000
+4.8%
2760.0%0.01%0.0%
Q1 2021$21,000
+5.0%
276
+0.4%
0.01%0.0%
Q4 2020$20,000
+17.6%
275
+100.7%
0.01%0.0%
Q3 2020$17,000
+6.2%
137
+0.7%
0.01%0.0%
Q2 2020$16,000
+33.3%
1360.0%0.01%0.0%
Q1 2020$12,000
-25.0%
136
+0.7%
0.01%
+20.0%
Q4 2019$16,0000.0%135
-11.2%
0.01%
-16.7%
Q3 2019$16,000
-5.9%
152
-6.2%
0.01%0.0%
Q2 2019$17,0001620.01%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
C-J Advisory, Inc. 22,794$2,173,0001.58%
Cribstone Capital Management, LLC 24,763$2,420,0001.19%
Boston Standard Wealth Management, LLC 18,789$1,836,000,0001.15%
Gibson Capital, LLC 32,723$3,191,0001.14%
Litman Gregory Wealth Management LLC 27,808$2,717,0001.11%
Patriot Wealth Management, Inc. 53,952$5,272,0000.75%
Frontier Wealth Management LLC 52,043$5,086,0000.71%
PEOPLES BANK /OH 9,250$904,0000.53%
Shepherd Financial Partners LLC 12,758$1,247,0000.31%
Vivaldi Capital Management LP 3,863$377,0000.28%
View complete list of ISHARES TR shareholders