Lionsbridge Wealth Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.

Quarter-by-quarter ownership
Lionsbridge Wealth Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$535,000
-8.9%
4,490
-6.7%
0.62%
-9.0%
Q1 2022$587,000
-6.8%
4,811
-1.8%
0.68%
+0.4%
Q4 2021$630,000
-3.5%
4,900
-2.4%
0.68%
-4.0%
Q3 2021$653,000
-0.2%
5,019
+0.1%
0.70%
+1.0%
Q2 2021$654,000
-8.1%
5,014
-8.6%
0.70%
+0.6%
Q1 2021$712,000
-1.1%
5,487
+1.3%
0.69%
-10.8%
Q4 2020$720,000
-7.6%
5,419
-7.2%
0.78%
-17.0%
Q3 2020$779,000
+19.3%
5,838
+19.4%
0.94%
+27.5%
Q2 2020$653,000
+2.2%
4,889
+2.0%
0.74%
-3.8%
Q1 2020$639,000
+2.4%
4,792
-3.0%
0.76%
+31.3%
Q4 2019$624,0004,9380.58%
Other shareholders
ISHARES TR shareholders Q2 2022
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