Ellis Investment Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 44 filers reported holding ISHARES TR in Q2 2021. 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
Q3 2022$35,000
-5.4%
1,639
+0.3%
0.01%0.0%
Q2 2022$37,000
-5.1%
1,634
+0.2%
0.01%
+11.1%
Q1 2022$39,000
-7.1%
1,630
+0.2%
0.01%
-10.0%
Q4 2021$42,000
-2.3%
1,627
+0.2%
0.01%
-9.1%
Q3 2021$43,0000.0%1,623
+0.2%
0.01%0.0%
Q2 2021$43,000
+2.4%
1,619
+0.2%
0.01%
-8.3%
Q1 2021$42,000
-4.5%
1,616
+0.1%
0.01%
-7.7%
Q4 2020$44,000
+2.3%
1,614
+0.3%
0.01%
-13.3%
Q3 2020$43,000
+2.4%
1,609
+0.2%
0.02%
-6.2%
Q2 2020$42,000
+10.5%
1,605
+0.2%
0.02%
-11.1%
Q1 2020$38,0001,6010.02%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 457,091$10,362,2597.92%
Seven Springs Wealth Group, LLC 631,784$14,322,5485.60%
PFG Private Wealth Management, LLC 292,327$6,627,0574.02%
Gateway Advisory, LLC 907,556$20,574,3043.49%
LFA - Lugano Financial Advisors SA 154,098$3,493,4022.66%
Peloton Wealth Strategists 265,000$6,0082.47%
Houlihan Financial Resource Group, Ltd. 157,219$3,5642.43%
Signature Wealth Management Group 234,042$5,305,7312.32%
Keeler Thomas Management LLC 287,878$6,530,3682.22%
4Thought Financial Group Inc. 156,335$3,544,1202.20%
View complete list of ISHARES TR shareholders