Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 285 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 1.07 and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$21,000
+5.0%
521
+1.8%
0.01%
+20.0%
Q2 2022$20,000
-16.7%
512
-6.7%
0.01%
-16.7%
Q1 2022$24,000
-29.4%
549
-26.0%
0.01%
-25.0%
Q4 2021$34,000
+21.4%
742
+26.4%
0.01%
+14.3%
Q3 2021$28,000
+7.7%
587
-3.3%
0.01%0.0%
Q2 2021$26,0000.0%6070.0%0.01%0.0%
Q1 2021$26,000
+44.4%
607
+35.8%
0.01%
+40.0%
Q4 2020$18,000
-18.2%
447
-33.5%
0.01%
-37.5%
Q3 2020$22,000
+15.8%
6720.0%0.01%
+14.3%
Q2 2020$19,000
+35.7%
672
+0.3%
0.01%0.0%
Q1 2020$14,000
-36.4%
670
+5.5%
0.01%0.0%
Q4 2019$22,0006350.01%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders