Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 63 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$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2022$3,000
-25.0%
131
+0.8%
0.00%0.0%
Q1 2022$4,000
-20.0%
1300.0%0.00%0.0%
Q4 2021$5,000
-86.5%
130
-82.2%
0.00%
-88.9%
Q3 2021$37,000
+68.2%
730
+69.8%
0.01%
+50.0%
Q2 2021$22,000
+266.7%
430
+230.8%
0.01%
+200.0%
Q1 2021$6,0000.0%1300.0%0.00%0.0%
Q4 2020$6,000
+20.0%
1300.0%0.00%0.0%
Q3 2020$5,0001300.00%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders