Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is TLH and the CUSIP is 464288653. A total of 203 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 330.65 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 Q3 2021
NameSharesValueWeighting ↓
Pacific Wealth Management 34,209$5,077,0003.86%
Richard Bernstein Advisors LLC 618,243$91,748,0001.77%
Krilogy Financial LLC 115,276$17,107,0001.72%
West Wealth Group, LLC 22,857$3,392,0001.28%
Ballew Advisors, Inc 12,793$1,832,0001.28%
Avalon Advisory Group 15,639$2,321,0001.14%
Crown Wealth Group, LLC 7,496$1,112,0001.03%
Spectrum Planning & Advisory Services Inc. 7,173$1,064,0000.97%
FIFTH THIRD SECURITIES, INC. 59,891$8,888,0000.97%
GenWealth Group, Inc. 21,326$3,164,0000.86%
View complete list of ISHARES TR shareholders