Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 153 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.44 and the average weighting 0.2%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$4,0000.0%33
+3.1%
0.00%0.0%
Q2 2021$4,000
-20.0%
32
-3.0%
0.00%0.0%
Q1 2021$5,0000.0%330.0%0.00%
-50.0%
Q4 2020$5,0000.0%33
+3.1%
0.00%0.0%
Q3 2020$5,0000.0%320.0%0.00%0.0%
Q2 2020$5,0000.0%320.0%0.00%0.0%
Q1 2020$5,000320.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Bridge Advisory, LLC 123,868$16,674,0007.28%
Pacific Wealth Management 34,851$4,691,0004.18%
Ballew Advisors, Inc 25,472$3,236,0002.47%
CMH Wealth Management LLC 51,393$6,918,0002.13%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 38,055$5,123,0001.82%
Richard Bernstein Advisors LLC 656,820$87,896,0001.74%
Krilogy Financial LLC 116,734$15,714,0001.61%
ONE Advisory Partners, LLC 18,824$2,534,0001.48%
High Falls Advisors, Inc 36,031$4,850,0001.30%
Horst & Graben Wealth Management LLC 35,047$4,718,0001.15%
View complete list of ISHARES TR shareholders