Marks Group Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 324 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.51 and the average weighting 0.3%.

Quarter-by-quarter ownership
Marks Group Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$231,000
-37.6%
5,175
-35.7%
0.03%
-35.6%
Q4 2021$370,000
-65.8%
8,053
-63.9%
0.04%
-69.2%
Q3 2021$1,082,000
-30.4%
22,332
-36.4%
0.15%
-31.5%
Q2 2021$1,555,000
+1.9%
35,121
-3.4%
0.21%
-5.8%
Q1 2021$1,526,000
+5.0%
36,358
+0.6%
0.23%0.0%
Q4 2020$1,453,000
+17.6%
36,127
-1.0%
0.23%
+1.3%
Q3 2020$1,236,000
-38.9%
36,509
-47.5%
0.22%
-45.7%
Q2 2020$2,022,000
+21.9%
69,547
+0.9%
0.41%
-4.2%
Q1 2020$1,659,000
-31.5%
68,947
+0.0%
0.43%
-10.1%
Q4 2019$2,423,00068,9410.48%
Other shareholders
ISHARES TR shareholders Q4 2019
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