Outlook Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 505 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 4.38 and the average weighting 0.8%.

Quarter-by-quarter ownership
Outlook Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$854,000
-58.6%
6,577
-57.6%
0.30%
-60.5%
Q4 2020$2,063,000
-76.0%
15,515
-75.9%
0.75%
-78.0%
Q3 2020$8,604,000
-0.1%
64,408
-0.1%
3.42%
-6.4%
Q2 2020$8,615,000
+339.3%
64,450
+338.2%
3.65%
+229.9%
Q1 2020$1,961,00014,7081.11%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders