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 ↓
Metis Global Partners, LLC 2,634,400$140,677,00016.88%
Consilium Wealth Advisory, LLC 236,931$12,652,0009.06%
Israel Discount Bank of New York 254,583$13,595,0008.92%
FIRST INTERSTATE BANK 1,085,932$57,989,0005.44%
Elm Partners Management LLC 720,585$38,479,0004.86%
WestEnd Advisors, LLC 2,893,832$154,530,659,0004.15%
Palisades Hudson Asset Management, L.P. 155,441$8,301,0003.88%
AIA Group Ltd 1,494,000$79,780,0003.48%
Blue Edge Capital, LLC 310,864$16,600,138,0003.33%
UBP Investment Advisors SA 74,553$6,210,0002.31%
View complete list of ISHARES TR shareholders