Waterfront Wealth Inc. - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 325 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 2.86 and the average weighting 0.3%.

Quarter-by-quarter ownership
Waterfront Wealth Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$245,844
+0.5%
5,632
+2.6%
0.08%
+9.6%
Q2 2023$244,522
+13.0%
5,491
-0.1%
0.07%
+2.8%
Q1 2023$216,441
-3.6%
5,4990.0%0.07%
-7.8%
Q4 2022$224,634
-1.9%
5,499
+1.2%
0.08%
-11.5%
Q3 2022$229,000
+7.5%
5,433
+0.5%
0.09%
+1.2%
Q2 2022$213,000
-12.0%
5,407
+2.7%
0.09%0.0%
Q1 2022$242,000
+7.1%
5,264
+7.0%
0.09%
-3.4%
Q4 2021$226,000
-6.6%
4,920
-0.9%
0.09%
-23.9%
Q3 2021$242,000
+10.0%
4,9670.0%0.12%
+12.5%
Q2 2021$220,000
+6.8%
4,967
+2.3%
0.10%0.0%
Q1 2021$206,0004,8530.10%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders