Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SUSC and the CUSIP is 46435G193. A total of 121 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$4,0000.0%211
+0.5%
0.00%0.0%
Q2 2022$4,000
-20.0%
210
+5.0%
0.00%0.0%
Q1 2022$5,000
+25.0%
200
+11.1%
0.00%0.0%
Q4 2021$4,0000.0%180
+1.1%
0.00%0.0%
Q3 2021$4,0000.0%178
+0.6%
0.00%0.0%
Q2 2021$4,000
-20.0%
1770.0%0.00%0.0%
Q1 2021$5,0000.0%177
+0.6%
0.00%
-50.0%
Q4 2020$5,000
+25.0%
176
+0.6%
0.00%
+100.0%
Q3 2020$4,0000.0%175
+0.6%
0.00%
-50.0%
Q2 2020$4,000
-20.0%
174
-13.9%
0.00%0.0%
Q1 2020$5,0000.0%202
+0.5%
0.00%0.0%
Q4 2019$5,0000.0%201
+1.0%
0.00%0.0%
Q3 2019$5,0000.0%199
+1.0%
0.00%0.0%
Q2 2019$5,0001970.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
IMPACTfolio, LLC 285,071$7,164,0005.33%
Long Run Wealth Advisors, LLC 109,325$2,744,0000.96%
Fingerlakes Wealth Management, Inc. 27,356$687,0000.80%
Level Financial Advisors 40,879$1,027,0000.79%
PECAUT & CO. 39,429$991,0000.48%
First Affirmative Financial Network 17,489$439,0000.42%
CWM, LLC 2,141,022$53,804,0000.38%
Bigelow Investment Advisors, LLC 27,372$688,0000.32%
One Wealth Advisors, LLC 51,851$1,303,0000.32%
KESTRA PRIVATE WEALTH SERVICES, LLC 240,739$6,050,0000.30%
View complete list of ISHARES TR shareholders