Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 77 filers reported holding ISHARES TR in Q1 2021. 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 Q1 2021
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 79,806$3,496,0001.28%
STRATEGIC WEALTH MANAGEMENT INC 43,546$1,908,0000.94%
Sharkey, Howes & Javer 62,112$2,721,0000.62%
Congress Park Capital LLC 17,437$764,0000.38%
Wharton Business Group, LLC 138,135$6,052,0000.37%
Wolf Group Capital Advisors 50,415$2,209,0000.36%
TCG Advisory Services, LLC 35,319$1,547,0000.36%
Wealthcare Advisory Partners LLC 130,907$5,735,0000.34%
WILLNER & HELLER, LLC 4,132$210,0000.28%
S.C. Financial Services, Inc. 5,947$225,0000.26%
View complete list of ISHARES TR shareholders