Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is ICSH and the CUSIP is 46434V878. A total of 367 filers reported holding ISHARES TR in Q1 2022. 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$76,000
-2.6%
1,527
-2.5%
0.02%0.0%
Q2 2022$78,000
+62.5%
1,566
+61.8%
0.02%
+90.9%
Q1 2022$48,000
-14.3%
968
-13.7%
0.01%
-15.4%
Q4 2021$56,000
-82.4%
1,122
-82.3%
0.01%
-84.0%
Q3 2021$319,000
+3887.5%
6,335
+3479.1%
0.08%
+3950.0%
Q2 2021$8,000
-66.7%
177
-62.7%
0.00%
-71.4%
Q1 2021$24,000
-90.4%
475
-90.4%
0.01%
-90.8%
Q4 2020$249,000
+149.0%
4,928
+148.9%
0.08%
+117.1%
Q3 2020$100,0001,9800.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ACUTE INVESTMENT ADVISORY, LLC 840,540$42,346,40525.44%
Tempus Wealth Planning, LLC 695,089$35,018,60717.56%
Braun-Bostich & Associates Inc. 119,192$6,004,89311.20%
TFB Advisors LLC 134,270$6,764,5238.22%
Capital Advantage, Inc. 741,437$37,353,5918.01%
SIGNATUREFD, LLC 5,557,959$280,009,9507.29%
WIN ADVISORS, INC 266,749$13,438,8326.58%
Winthrop Advisory Group LLC 745,060$37,536,1446.16%
Diversified Portfolios, Inc. 635,087$31,995,6596.04%
Cynosure Group, LLC 369,524$18,616,5855.71%
View complete list of ISHARES TR shareholders