Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IHI and the CUSIP is 464288810. A total of 578 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.39 and the average weighting 0.5%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$49,000
-5.8%
1,046
+0.3%
0.01%0.0%
Q2 2022$52,000
-17.5%
1,043
+0.1%
0.01%
-6.7%
Q1 2022$63,000
+16.7%
1,042
+26.0%
0.02%
+25.0%
Q4 2021$54,000
+5.9%
827
+0.1%
0.01%
-7.7%
Q3 2021$51,000
+4.1%
826
+502.9%
0.01%
+8.3%
Q2 2021$49,000
+8.9%
137
-0.7%
0.01%
-7.7%
Q1 2021$45,0000.0%1380.0%0.01%
-7.1%
Q4 2020$45,000
+9.8%
138
+0.7%
0.01%0.0%
Q3 2020$41,000
+13.9%
1370.0%0.01%0.0%
Q2 2020$36,000
+24.1%
1370.0%0.01%0.0%
Q1 2020$29,000
-19.4%
1370.0%0.01%
+16.7%
Q4 2019$36,000
+9.1%
137
+0.7%
0.01%0.0%
Q3 2019$33,0000.0%1360.0%0.01%0.0%
Q2 2019$33,0001360.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CUMBERLAND ADVISORS INC 291,204$15,308,5946.63%
Hobart Private Capital, LLC 181,847$9,559,6976.47%
J Arnold Wealth Management Co 240,573$12,646,9366.24%
Hall Private Wealth Advisors 207,876$10,928,0416.21%
FinDec Wealth Services, Inc. 129,539$6,809,8435.63%
Safeguard Investment Advisory Group, LLC 130,804$6,877,4454.24%
OGOREK ANTHONY JOSEPH /NY/ /ADV 171,433$9,0123.92%
RPg Family Wealth Advisory, LLC 96,861$5,091,9833.49%
Flaharty Asset Management, LLC 344,242$18,096,8253.39%
Madden Advisory Services, Inc. 84,630$4,449,0213.33%
View complete list of ISHARES TR shareholders