Goodwin Investment Advisory - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 178 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 1.43 and the average weighting 0.2%.

Quarter-by-quarter ownership
Goodwin Investment Advisory ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$56,703
-5.6%
1,1880.0%0.03%
-2.9%
Q2 2023$60,042
-48.4%
1,188
-48.9%
0.04%
-53.9%
Q1 2023$116,397
+0.6%
2,327
-8.9%
0.08%
-7.3%
Q4 2022$115,716
-5.9%
2,555
-21.5%
0.08%
-11.8%
Q3 2022$123,000
-100.0%
3,256
-63.4%
0.09%
-68.3%
Q2 2022$380,162,0008,9010.29%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
FundX Investment Group, LLC 1,004,752$47,093,00019.80%
Arrow Investment Advisors, LLC 398,281$18,667,0005.61%
TRUE Private Wealth Advisors 415,316$19,465,0004.38%
Quantitative Advantage, LLC 266,767$12,503,0003.85%
Stelac Advisory Services LLC 270,064$12,658,0003.81%
EFG Asset Management (Americas) Corp. 195,886$9,303,0003.53%
CKW FINANCIAL GROUP 283,443$13,285,0003.17%
Round Table Services, LLC 176,410$8,268,0002.95%
BigSur Wealth Management LLC 51,399$2,409,0002.42%
FLOW TRADERS U.S. LLC 323,680$15,171,0001.63%
View complete list of ISHARES TR shareholders