Element Wealth, LLC - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 116 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Element Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$533,393
-3.1%
9,593
+0.1%
0.38%
+0.5%
Q2 2023$550,317
+51.1%
9,582
+48.9%
0.38%
+40.8%
Q1 2023$364,163
+5.4%
6,4370.0%0.27%
-3.5%
Q4 2022$345,495
+39.3%
6,437
+24.5%
0.28%
+23.1%
Q3 2022$248,000
+0.8%
5,170
+9.2%
0.23%
-6.5%
Q2 2022$246,000
-11.8%
4,736
+3.4%
0.24%
+8.9%
Q1 2022$279,000
+66.1%
4,580
+73.6%
0.22%
+77.2%
Q4 2021$168,000
+26.3%
2,638
+32.4%
0.13%
+19.8%
Q3 2021$133,000
+6550.0%
1,992
+5936.4%
0.11%
+5200.0%
Q2 2021$2,000330.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Alexandria Capital, LLC 106,667$5,090,0001.28%
ASSETMARK, INC 1,080,984$51,585,0000.96%
SUNTRUST BANKS INC 2,547,269$121,553,0000.75%
IFC Holdings Incorporated/FL 40,699$1,940,0000.26%
MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC 174,447$8,325,0000.19%
NATIONAL PLANNING CORP 40,318$1,736,0000.14%
ENVESTNET ASSET MANAGEMENT INC 575,916$27,483,0000.12%
Portfolio Solutions, LLC 15,086$720,0000.12%
INVESTMENT CENTERS OF AMERICA INC 15,867$758,0000.10%
LAZARD ASSET MANAGEMENT LLC 752,547$35,911,0000.08%
View complete list of ISHARES TR shareholders