Source Financial Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IEUR and the CUSIP is 46434V738. A total of 202 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Source Financial Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$914,000
-35.5%
17,116
-29.8%
0.27%
-29.6%
Q4 2021$1,417,000
+2.8%
24,369
-0.9%
0.38%
+6.7%
Q3 2021$1,378,000
-3.7%
24,583
-1.6%
0.36%
-2.7%
Q2 2021$1,431,000
+9.7%
24,980
+3.3%
0.37%
+5.7%
Q1 2021$1,305,000
+2.0%
24,184
-3.1%
0.35%
+0.6%
Q4 2020$1,280,00024,9560.35%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Israel Discount Bank of New York 218,785$10,864,8649.02%
Palisades Hudson Asset Management, L.P. 170,410$8,4634.63%
GenTrust, LLC 1,214,431$60,308,6284.24%
Blue Edge Capital, LLC 380,707$18,905,9103.96%
FIRST INTERSTATE BANK 892,222$44,307,7453.82%
AIA Group Ltd 1,467,300$72,866,1183.56%
Elm Partners Management LLC 648,175$32,188,3813.33%
SYNTAX RESEARCH, INC. 75,952$3,771,7783.06%
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 641,647$20,668,2522.83%
Consilium Wealth Advisory, LLC 80,614$4,003,2882.80%
View complete list of ISHARES TR shareholders