Capital Advisors Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 543 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.29 and the average weighting 0.8%.

Quarter-by-quarter ownership
Capital Advisors Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$205,000
-41.6%
1,721
-40.1%
0.07%
-37.4%
Q1 2022$351,000
-6.9%
2,874
-1.9%
0.11%
-7.0%
Q4 2021$377,000
-11.1%
2,930
-10.1%
0.12%
-23.3%
Q3 2021$424,000
-21.6%
3,259
-21.4%
0.15%
-25.0%
Q2 2021$541,000
-71.8%
4,145
-71.9%
0.20%
-75.8%
Q1 2021$1,919,00014,7710.83%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Juniper Hill Capital Management LP 300,797$40,000,00036.28%
Bridge Advisory, LLC 268,112$35,654,00016.81%
SNS Financial Group, LLC 567,365$75,448,00010.80%
PROFFITT & GOODSON INC 373,752$49,702,00010.19%
SCS Capital Management LLC 7,550,376$1,004,050,0009.97%
PALLADIEM, LLC 70,630$9,392,0008.79%
Schoolcraft Capital LLC 154,332$20,523,0868.61%
One Day In July LLC 176,675$23,494,0007.88%
Marks Wealth, LLC 161,191$21,435,0007.44%
Parkside Advisors LLC 144,732$19,246,0007.21%
View complete list of ISHARES TR shareholders