EVOKE WEALTH, LLC - ISHARES TR ownership

ISHARES TR's ticker is INDY and the CUSIP is 464289529. A total of 78 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
EVOKE WEALTH, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$400,609
+0.3%
8,8650.0%0.01%0.0%
Q2 2023$399,280
+13.4%
8,865
+3.5%
0.01%
+7.7%
Q1 2023$352,148
+11.6%
8,566
+14.9%
0.01%
+18.2%
Q4 2022$315,463
+19.5%
7,456
+19.2%
0.01%0.0%
Q3 2022$264,000
+2.7%
6,2550.0%0.01%
+10.0%
Q2 2022$257,000
+64.7%
6,255
+84.5%
0.01%
+100.0%
Q1 2022$156,000
-2.5%
3,3900.0%0.01%0.0%
Q4 2021$160,000
-8.0%
3,3900.0%0.01%
-28.6%
Q3 2021$174,000
+7.4%
3,390
-2.2%
0.01%
+16.7%
Q2 2021$162,000
+4.5%
3,4650.0%0.01%
-14.3%
Q1 2021$155,000
+5.4%
3,4650.0%0.01%
-30.0%
Q4 2020$147,000
+15.7%
3,465
-4.9%
0.01%0.0%
Q3 2020$127,000
+5.0%
3,645
-6.7%
0.01%
-16.7%
Q2 2020$121,000
-99.9%
3,9050.0%0.01%
-14.3%
Q1 2020$100,163,000
-30.1%
3,9050.0%0.01%
-22.2%
Q3 2019$143,313,0003,9050.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Somerset Capital Management LLP 280,549$12,556,0001.30%
State of Tennessee, Treasury Department 4,602,274$206,504,0000.84%
Clal Insurance Enterprises Holdings Ltd 918,420$41,210,0000.48%
Realta Investment Advisors 9,735$437,0000.12%
BAROMETER CAPITAL MANAGEMENT INC. 14,600$655,102,0000.11%
Phoenix Holdings Ltd. 105,156$4,718,0000.11%
L & S Advisors Inc 11,410$512,0000.06%
Sunbelt Securities, Inc. 6,180$277,0000.06%
OLD MISSION CAPITAL LLC 16,433$737,0000.04%
Clearstead Advisors, LLC 8,982$403,0000.03%
View complete list of ISHARES TR shareholders