Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is SMMV and the CUSIP is 46435G433. A total of 118 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Ellis Investment Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$11,000
+10.0%
3050.0%0.00%0.0%
Q4 2020$10,000
+25.0%
3050.0%0.00%0.0%
Q3 2020$8,0000.0%3050.0%0.00%0.0%
Q2 2020$8,0003050.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
WEALTH MANAGEMENT RESOURCES, INC. 203,359$7,949,0005.12%
Wade Financial Advisory, Inc 98,271$3,841,0002.00%
ADAMSBROWN WEALTH CONSULTANTS LLC 56,170$2,196,0001.98%
Burns Matteson Capital Management, LLC 45,150$1,764,9101.20%
Brickley Wealth Management 137,232$5,364,0001.14%
Empirical Asset Management, LLC 27,735$1,084,0001.05%
Professional Financial Advisors, LLC 53,749$2,101,0000.91%
High Net Worth Advisory Group LLC 60,905$2,381,0000.83%
Cornerstone Wealth Management, LLC 198,188$7,749,0000.74%
Atlas Private Wealth Management, LLC 33,731$1,319,0000.74%
View complete list of ISHARES TR shareholders