BELLEVUE ASSET MANAGEMENT, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXP and the CUSIP is 464287275. A total of 79 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 6.38 and the average weighting 0.1%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,005
-0.1%
440.0%0.00%0.0%
Q2 2023$3,008
+6.7%
440.0%0.00%0.0%
Q1 2023$2,818
-24.4%
44
-36.2%
0.00%
-33.3%
Q4 2022$3,729
-6.8%
690.0%0.00%0.0%
Q3 2022$4,0000.0%690.0%0.00%0.0%
Q2 2022$4,000
-20.0%
690.0%0.00%0.0%
Q1 2022$5,000
-16.7%
690.0%0.00%
-25.0%
Q4 2021$6,000
-25.0%
69
-26.6%
0.00%
-20.0%
Q3 2021$8,000
-20.0%
94
-16.8%
0.01%
-16.7%
Q2 2021$10,000
+11.1%
1130.0%0.01%0.0%
Q1 2021$9,0000.0%1130.0%0.01%0.0%
Q4 2020$9,000
+28.6%
1130.0%0.01%
+20.0%
Q3 2020$7,0000.0%1130.0%0.01%
-28.6%
Q2 2020$7,000
+16.7%
1130.0%0.01%
+16.7%
Q1 2020$6,000
-40.0%
113
-28.9%
0.01%
-25.0%
Q4 2019$10,0001590.01%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
HC Advisors, LLC 28,995$1,774,0001.26%
CORRADO ADVISORS, LLC 28,257$1,729,0001.23%
Slow Capital, Inc. 45,462$2,781,0000.68%
Destination Wealth Management 94,801$5,800,0000.23%
TCWP LLC 17,201$1,052,0000.22%
MERIDIAN INVESTMENT COUNSEL INC. 7,500$459,0000.19%
Laidlaw Wealth Management LLC 14,996$917,0000.19%
Money Design Co.,Ltd. 33,679$2,060,0000.15%
Family Firm, Inc. 6,972$427,0000.13%
FLAGSTAR ADVISORS INC 4,934$301,0000.11%
View complete list of ISHARES TR shareholders