Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IWY and the CUSIP is 464289438. A total of 279 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$060.0%0.00%
Q2 2022$060.0%0.00%
Q1 2022$0
-100.0%
60.0%0.00%
Q4 2021$1,00060.00%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Baystate Wealth Management LLC 772,784$74,635,0009.09%
MAINSTAY CAPITAL MANAGEMENT LLC /ADV 381,610$36,856,0008.48%
Great Lakes Retirement, Inc. 256,191$24,751,0007.61%
Atlantic Union Bankshares Corp 494,006$47,711,0006.12%
Stonebridge Financial Planning Group, LLC 55,346$5,345,0004.83%
Global Wealth Management Investment Advisory, Inc. 97,834$9,449,0004.00%
Simplicity Solutions, LLC 1,302,972$125,841,0003.83%
Legacy Wealth Planning, LLC 31,027$2,997,0003.39%
Stokes Capital Advisors, LLC 57,511$5,554,0002.80%
AE Wealth Management LLC 1,334,692$128,905,0002.80%
View complete list of ISHARES TR shareholders