Element Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is ILF and the CUSIP is 464287390. A total of 92 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,604
-5.9%
1410.0%0.00%0.0%
Q2 2023$3,831
+13.8%
1410.0%0.00%0.0%
Q1 2023$3,366
+3.9%
1410.0%0.00%0.0%
Q4 2022$3,239
-35.2%
141
-31.9%
0.00%
-40.0%
Q3 2022$5,0000.0%2070.0%0.01%0.0%
Q2 2022$5,000
-16.7%
207
+1.5%
0.01%0.0%
Q1 2022$6,000
+20.0%
2040.0%0.01%
+25.0%
Q4 2021$5,0000.0%204
+2.5%
0.00%0.0%
Q3 2021$5,000
-16.7%
199
-0.5%
0.00%
-20.0%
Q2 2021$6,0000.0%200
+0.5%
0.01%0.0%
Q1 2021$6,0000.0%1990.0%0.01%
-16.7%
Q4 2020$6,000
-40.0%
199
-56.8%
0.01%
-45.5%
Q3 2020$10,0000.0%4610.0%0.01%0.0%
Q2 2020$10,000
-80.0%
461
-83.1%
0.01%
-84.1%
Q1 2020$50,000
-47.9%
2,729
-3.0%
0.07%
-29.6%
Q4 2019$96,0002,8120.10%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Water Oak Advisors LLC 620,335$22,878,00019.74%
Simply Money Advisors 464,063$17,115,0002.61%
Merriman Wealth Management, LLC 38,178$1,358,0001.76%
Foothills Asset Management, Ltd. 54,080$1,994,0001.62%
SignalPoint Asset Management, LLC 62,679$2,312,0001.12%
Baker Avenue Asset Management, LP 168,920$6,230,0000.87%
GW HENSSLER & ASSOCIATES LTD 142,280$5,247,0000.64%
Gemmer Asset Management LLC 23,418$864,0000.61%
Rafferty Asset Management, LLC 129,266$4,767,0000.51%
Liberty Capital Management, Inc. 18,355$677,0000.49%
View complete list of ISHARES TR shareholders